David McKeown, WMCP®

David McKeown, WMCP®

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  • Timeline

  • About me

    Senior Financial Advisor at J.P Morgan Wealth Management

  • Education

    • University of Kentucky

      2003 - 2007
      BA Political Science
  • Experience

    • Morgan Stanley Smith Barney

      Oct 2007 - Jul 2009
      • Client Service Associate

        Sept 2008 - Jul 2009
      • Intern; Office of Supervisory Jurisdiction

        Oct 2007 - Sept 2008
    • Citi

      Jul 2009 - Oct 2013
      Service Officer
    • PNC

      Oct 2013 - May 2015
      Financial Sales Consultant
    • MassMutual Chicago

      Jun 2015 - Oct 2015
      Associate
    • Thrivent Financial

      Oct 2015 - Dec 2018
      Financial Representative at Thrivent Financial
    • Prudential Financial

      Jan 2019 - Oct 2021
      Financial Planner at Pruco Securities, LLC
    • J.P. Morgan

      Oct 2021 - now

      Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co (JPMC)., which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made availablethrough Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as ChaseInsurance Agency Services, Inc. in Florida. Certain custody and other services are provided byJPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under thecommon control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategiesdescribed may not be suitable for all investors, nor should it be relied upon as investment advice,guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will notaccept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice,and is not responsible for third-party posted content. Experience, skills or posts are not indications offuture results. Additional important information:https://www.chase.com/personal/investments/important-information-linkedin © 2024 JPMorgan Chase & Co. All rights reserved Show less

      • Senior Financial Advisor

        Aug 2024 - now
      • Financial Advisor

        Oct 2021 - Aug 2024
  • Licenses & Certifications

    • FINRA Series 66

      FINRA
    • FINRA Series 7

      FINRA
    • Wealth Management Certified Professional®

      The American College of Financial Services
      Apr 2024
      View certificate certificate