David P. Wilson
OSAIC INSTITUTIONS | Managing Director
Haverford, PA 19041
Some features on this profile are disabled
CRD#: 2298962
Professional summary
David Paul Wilson Jr., AIF®, who also goes by David P Wilson Jr, David Paul Wilson Jr, David Wilson, David P Wilson Jr. Jr, is a registered financial advisor currently at OSAIC INSTITUTIONS, INC. located in Haverford, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. David has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Biography
David Wilson is a Managing Director, Wealth Advisor and founder of The Wilson Group at J.P. Morgan Wealth Management. With over 25 years of industry experience, he primarily focuses on providing investment strategies and portfolio management services for high-net-worth individuals, executives of publicly held companies and small business owners. David understands the complex financial needs and the pressures his clients face as they pursue their careers. He provides his clients with a macro perspective to oversee the entirety of their financial pictures, both personal and professional, and works to craft suitable financial decisions on their behalf.
David utilizes a full-service business model, delivering strategies on both sides of the balance sheet. He offers hands-on, tailored portfolios, using his knowledge and capabilities to help mitigate risk and uncertainty. He completes the business model by assisting clients with strategies related to credit, lending, and residential and commercial mortgages, employing the world-class array of financial services available at J.P. Morgan.
David is positioned to present such a range of services, having worked in capital markets prior to private wealth management. His trading backgrounds with a global macro hedge fund and international bank have afforded him insight into the ways in which the financial markets interact. Perhaps more importantly, he gained invaluable experience trading in stressful environments and turbulent markets. Additionally, he differentiates himself through his in-depth knowledge of private equity and real estate, catering to the needs of the high-net-worth investor.
Prior to joining J.P. Morgan in 2015, David was an Executive Director, Senior Portfolio Management Director and private equity/real estate professional at Morgan Stanley. Before Morgan Stanley, he was a Portfolio Manager, Investment Specialist and Senior Vice President at Lehman Brothers and a Vice President at Merrill Lynch. David began his investment career as a trader at the Union Bank of Switzerland and Moore Capital Management, a hedge fund in New York.
David graduated from Princeton University with an A.B. in Economics, and is active in the Jason Garrett Starfish Charities and the Princeton Football Association. He lives in Bryn Mawr, Pennsylvania, with his wife, Jennifer, and their three children, Taylor, Brooke and Jake.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David P Wilson Jr | David Paul Wilson Jr | David Wilson | David P Wilson Jr. Jr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Entity Name: Feige Associates Inc Investment related: Yes Address: Bryn Mawr, PA Nature of the other business: Acquisition, development, management of residential/commercial real estate Position/Title/Relationship: Officer Start Date: 07-Jun-2001 Approximate # of hours a month: 3-4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Management of properties Entity Name: Proudfoot Capital Advisors Inc. Investment related: Yes Address: 2429 Philadelphia, PA Nature of the other business: Proudfoot Capital Advisors is a S corp that holds and manages the LP/GP interest in various real estate investments. Position/Title/Relationship: Officer Start Date: 04-Feb-2004 Approximate # of hours a month: 3-4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Management
CRS (Client Relationship Summary) - RIA
Click below to view David Paul Wilson Jr.'s CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view David Paul Wilson Jr.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Economics
1984 - 1988
Experience
Current
December 13, 2024 - Present
OSAIC INSTITUTIONS, INC.
Office #1: 354 W. Lancaster Ave. Unit 212, Haverford, PA 19041RIA
BD
CRD#: 35371
Haverford, PA
Current
December 16, 2024 - Present
OSAIC INSTITUTIONS, INC.
Office #1: 354 W. Lancaster Ave. Unit 212, Haverford, PA 19041RIA
BD
CRD#: 35371
Haverford, PA
Past
March 13, 2015 - December 2, 2024
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PHILADELPHIA, PA
Past
March 13, 2015 - December 2, 2024
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PHILADELPHIA, PA
Past
June 1, 2009 - March 23, 2015
MORGAN STANLEY
RIA
CRD#: 149777
BRYN MAWR, PA
Past
June 1, 2009 - March 23, 2015
MORGAN STANLEY
BD
CRD#: 149777
BRYN MAWR, PA
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
WAYNE, PA
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
WAYNE, PA
Past
May 26, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
WAYNE, PA
Past
May 26, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
WAYNE, PA
Past
May 28, 2004 - June 8, 2006
LEHMAN BROTHERS INC.
RIA
CRD#: 7506
PHILADELPHIA, PA
Past
July 14, 2000 - June 8, 2006
LEHMAN BROTHERS INC.
BD
CRD#: 7506
PHILADELPHIA, PA
Past
December 7, 1992 - July 20, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OI
OSAIC INSTITUTIONS, INC.
CONNECTICUT ASSOCIATION SECURITIES, INC. | OSAIC INSTITUTIONS, INC. | INFINEX INVESTMENTS, INC.
CRD#: 35371 / SEC#: 801-67242, 8-46661
RIA
Registered Investment Advisory firm - SEC (11/2/2006 Approved)Connecticut
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Florida
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Indiana
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Maine
Registered Investment Advisory firm - SEC (12/7/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (3/23/2007 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Ohio
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/10/2025)
RR
Arizona(10/1/2025)
RR
California(12/17/2024)
RR
Colorado(8/14/2025)
RR
Connecticut(9/11/2025)
RR
Delaware(9/11/2025)
RR
District of Columbia(9/11/2025)
RR
Florida(9/24/2025)
RR
Georgia(9/11/2025)
RR
Idaho(9/11/2025)
RR
Illinois(10/16/2025)
RR
Indiana(9/24/2025)
RR
Kentucky(9/15/2025)
RR
Massachusetts(9/12/2025)
RR
Michigan(10/7/2025)
RR
Minnesota(9/10/2025)
RR
Nebraska(1/31/2025)
RR
Nevada(3/18/2025)
RR
New Jersey(2/18/2025)
RR
New York(12/17/2024)
RR
North Carolina(9/11/2025)
RR
Ohio(9/11/2025)
IAR
Pennsylvania(12/13/2024)
RR
Pennsylvania(12/16/2024)
RR
South Carolina(9/18/2025)
RR
Virgin Islands(9/11/2025)
RR
Virginia(9/11/2025)
RR
Wyoming(9/11/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OI
OSAIC INSTITUTIONS, INC.
CONNECTICUT ASSOCIATION SECURITIES, INC. | OSAIC INSTITUTIONS, INC. | INFINEX INVESTMENTS, INC.
CRD#: 35371 / SEC#: 801-67242, 8-46661
RIA
Registered Investment Advisory firm - SEC (11/2/2006 Approved)Connecticut
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Florida
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Indiana
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Maine
Registered Investment Advisory firm - SEC (12/7/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (3/23/2007 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Ohio
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
538 Preston Avenue, Meriden, CT 06450-4858
Mailing Address
538 Preston Avenue, Meriden, CT 06450-4858
Phone number
(203) 599-6000
Established
Connecticut since 04/07/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
630
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| OSAIC INSTITUTIONS HOLDINGS, INC. | HOLDING COMPANY | |
| AMARANTE, STEPHEN PAUL | PRESIDENT, CEO AND DIRECTOR | 3165067 |
| CORNICK, GREGORY ALLEN | DIRECTOR | 3132991 |
| HAMMOND, DORI JAMILLE | CHIEF COMPLIANCE OFFICER | 3259012 |
| MITCHELL, CHRISTOPHER MILLS | CORPORATE TREASURER, FINANCIAL AND OPERATIONS PRINCIPAL | 2420144 |
| PRICE, JAMES DALE | CHAIRMAN | 1243224 |
| SCHLUETER, MATTHEW ADAM | DIRECTOR AND EXECUTIVE VICE PRESIDENT OPERATIONS AND TECHNOLOGY SOLUTIONS | 2627931 |
Regulatory assets under management
| Total Number of Accounts | 8,779 |
| AUM (Assets Under Management) | $ 4,024,448,971 |
Disclosures
| Regulatory Event | 8 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
OSAIC INSTITUTIONS, INC.
Managing DirectorCRD#: 35371Haverford, PA 19041TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
