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David Loeb
DAVID JONATHAN LOEB
CRD#: 2534260
IA
Investment Adviser
B
Broker
J.P. MORGAN SECURITIES LLCCRD#: 79 5100 Town Center Circle
Boca Raton, FL 33486
Registration History
1995200020052010201520202025IAJ.P. MORGAN SECURITIES LLC (CRD# 79)2024 - Present (<1 year)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2023 - Present (1 year)IAJ.P. MORGAN PRIVATE WEALTH ADV... (CRD# 108559)2022 - Present (2 years)BFIRST REPUBLIC SECURITIES COMP... (CRD# 105108)2022 - 2023 (1 year)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2003 - 2022 (19 years)BSALOMON SMITH BARNEY INC. (CRD# 7059)1994 - 2003 (8 years)IAJ.P. MORGAN SECURITIES LLC (CRD# 79)2006 - 2022 (16 years)
License(s)

State Registrations

B
Alabama 9/29/2023

B
Mississippi 9/29/2023

B
Arizona 9/29/2023

B
Missouri 9/29/2023

B
California 9/29/2023

B
Nevada 9/29/2023

B
Colorado 9/29/2023

B
New Hampshire 9/29/2023

B
Connecticut 9/29/2023

B
New Jersey 9/29/2023

B
District of Columbia 9/29/2023

B
New York 9/29/2023

IA
Florida 8/22/2022

B
North Carolina 9/29/2023

B
Florida 9/29/2023

B
Ohio 9/29/2023

B
Georgia 9/29/2023

B
Oregon 9/29/2023

B
Idaho 8/22/2024

B
Pennsylvania 9/29/2023

B
Illinois 9/29/2023

B
Rhode Island 9/29/2023

B
Indiana 9/29/2023

B
South Carolina 9/29/2023

B
Kansas 9/29/2023

B
Tennessee 9/29/2023

B
Kentucky 9/29/2023

B
Texas 9/29/2023

B
Louisiana 9/29/2023

IA
Texas 5/15/2024

B
Maryland 9/29/2023

B
Virginia 9/29/2023

B
Massachusetts 9/29/2023

B
Washington 9/29/2023

B
Michigan 9/29/2023

B
Wisconsin 9/29/2023

B
Minnesota 9/29/2023

SRO Registrations

B
BOX Exchange LLC

B
Cboe BYX Exchange, Inc.

B
Cboe BZX Exchange, Inc.

B
Cboe C2 Exchange, Inc.

B
Cboe EDGA Exchange, Inc.

B
Cboe EDGX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
Investors' Exchange LLC

B
Long-Term Stock Exchange, Inc.

B
MEMX LLC

B
MIAX Emerald, LLC

B
MIAX PEARL, LLC

B
MIAX Sapphire

B
Miami International Securities Exchange, LLC

B
NYSE American LLC

B
NYSE Arca, Inc.

B
NYSE Chicago, Inc.

B
NYSE National, Inc.

B
Nasdaq BX, Inc.

B
Nasdaq GEMX, LLC

B
Nasdaq ISE, LLC

B
Nasdaq MRX, LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
J.P. MORGAN SECURITIES LLC (CRD#:79)
5100 Town Center Circle, Boca Raton, FL 33486
Boca Raton, FL
Registered with this firm since 5/15/2024

B
J.P. MORGAN SECURITIES LLC (CRD#:79)
5100 Town Center Circle, Boca Raton, FL 33486
Boca Raton, FL
Registered with this firm since 9/29/2023

IA
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC (CRD#:108559)
5100 Town Center Circle, Boca Raton, FL 33486
Registered with this firm since 8/22/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
B
08/05/2022 - 09/29/2023 FIRST REPUBLIC SECURITIES COMPANY, LLC (CRD#:105108) Boca Raton, FL
IA
01/03/2006 - 08/06/2022 J.P. MORGAN SECURITIES LLC (CRD#:79) PALM BEACH GARDENS, FL
B
02/28/2003 - 08/06/2022 J.P. MORGAN SECURITIES LLC (CRD#:79) PALM BEACH GARDENS, FL
B
11/02/1994 - 03/13/2003 SALOMON SMITH BARNEY INC. (CRD#:7059) NEW YORK, NY
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.