Plainview, NY 1667 Old Country Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$392,937,438,222
ClientsTotal clients
1,234,172
AdvisorsAdvisors at this office
2
Of 14,226 advisors across 3,607 offices
Location
1667 Old Country Road
Plainview NY 11803
Advisors at this office
2
Advisors at this office
David Z
Series 66
Plainview, NY
J.P. Morgan Securities
David Ziff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.
John L
Series 63, Series 66
Plainview, NY
J.P. Morgan Securities
John Lafata is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018, following three years at Capital One Advisors and Capital One Investing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.
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