David Phillip Eder
J.P. Morgan Securities
925 Westchester Ave.
White Plains, NY 10604
Telephone: 914. 899.5908
David Eder knows his clients well. He understands the demands on their time, the issues they face and the financial aspirations they have. He serves a specific niche of financial executives and entrepreneurs, leveraging his institutional experience, market knowledge and J.P. Morgan's thought leadership to help enhance and preserve their wealth.
Viewing their outside advisors as key players in delivering an optimal level of service, David wants his clients to feel he cares about them. His approach to wealth management helps his clients feel confident that he can make prudent recommendations; ones that help to appropriately position their portfolio.
David builds and nurtures a personal relationship with each client, watching out for them and aiming to keep their interests at the forefront. Through these relationships, he seeks to build mutual confidence and trust.
About David Eder
David Eder is a Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan. He and his team specialize in managing comprehensive investment needs for wealthy individuals and their families. David's clients benefit from J.P. Morgan's reputation and array of resources delivered in a boutique environment. He creates asset allocation strategies and customizes client portfolios through both firm's brokerage platform and Portfolio Advisor Program, with access to a range of resources, to help meet each client's personal objectives.
David has been in the financial services industry since 1995, beginning as an institutional trader. The industry's changing dynamics impelled him to move to the wealth management side believing that his solid industry knowledge and passion for the markets would create value for the clients he serves. With a reputation for being efficient, organized and trustworthy, David earns clients' ongoing allegiance by identifying what matters to them, understanding their business success and appreciating their personal values. He then relies on that blueprint to help position their portfolio to reflect their particular risk tolerance and objectives. Throughout the process, David pays close attention to fluctuating market conditions, and will recommend reallocation of assets to take advantage of new opportunities that may arise.
David began his career at Knight Capital (1996-2006) and then moved to Merrill Lynch as a financial advisor from 2006-2011, prior to joining J.P. Morgan late in 2011.
David graduated from the University of Wisconsin with a B.A. degree in international relations, and attended the Peddie School, in Princeton, NJ. He and his wife, a local orthodontist, live in Bedford, NY with their two daughters.
Registered States: NY, CT, NJ, CA, FL
About J.P. Morgan Securities
J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.
The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. (“JPMS”), member FINRA, NYSE and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.