David Phillip Eder
J.P. Morgan Securities
925 Westchester Ave.
White Plains, NY 10604
Telephone: (914) 899-5908
Toll-free: (877) 513-3143
Fax: (914) 407-1508
Our mission is to be your family's trusted wealth advisor. We strive to provide our clients with the highest level of service, leading portfolio management and comprehensive income and capital preservation strategies.
About David Eder
David is a Vice President and Financial Advisor in the White Plains office of J.P. Morgan Securities. David's financial advisory business provides clients with the intimacy and personal touch of a boutique financial services firm, along with the vast products, services and solutions of one of the world's largest and most respected financial firms.
David specializes in helping clients meet their investment goals and objectives, while simultaneously keeping a keen eye on wealth preservation by managing risk. He seeks to achieve this balance by utilizing J.P. Morgan's open architecture platform, which includes many of the world's more reputable investment managers, hedge funds, mutual funds and ETFs, to create sophisticated portfolios of non-correlating classes.
David also leverages J.P. Morgan's extensive resources to provide assistance with his clients' lending needs whether for a home or against a portfolio of marketable securities. In addition, he works closely with outside advisors, accountants, and attorneys, to ensure clients receive the highest possible level of service and financial advice.
David adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he takes the time to get to know his clients to fully understand their needs, goals, and what matters to them most. Armed with this intimate knowledge, he is able to help establish financial objectives, develop appropriate strategies, and recommend solutions that draw on the breadth and depth of J.P. Morgan Securities to connect all the pieces of a client's financial life.
Prior to joining J.P. Morgan Securities in 2011, David spent five years as a Financial Advisor at Merrill Lynch (2006-2011). David began his career at Tucker Anthony (1995-1997) and then proceeded to work at Knight Capital Markets (1997-2006).
David graduated from the University of Wisconsin-Madison in 1995. Outside of the office, he enjoys spending time with his two young daughters and his wife, a local orthodontist.
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.