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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

David Neftali Acosta

Advisor at J.P. MORGAN SECURITIES LLC

ALLEN, TX

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Search this name across graphsid dfx:ria:293f7b4c-b824-5ac6-e4d2-beda1cdea719

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 23, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 21, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Nov 21, 2007
First registration: Sep 23, 2010
Dual registered: yes, broker-dealer
Other names: DAVID N ACOSTA
IAPD individual key: 5419686

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 20, 2016	n/a	yes	ALLEN, TX	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Mar 25, 2015	Oct 14, 2016	no	IRVING, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 18, 2011	Feb 19, 2015	no	ADDISON, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 23, 2010	Mar 14, 2011	no	WESTLAKE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AVANTAX ADVISORY SERVICES	J.P. MORGAN SECURITIES LLC	Oct 14, 2016	Oct 20, 2016	6	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	AVANTAX ADVISORY SERVICES	Feb 19, 2015	Mar 25, 2015	34	Firm change	Other
STRATEGIC ADVISERS LLC	USAA FINANCIAL PLANNING SERVICES	Mar 14, 2011	Apr 18, 2011	35	Firm change	Ibd to new firm

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Oct 20, 2016 to presentfactForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Mar 25, 2015 to Oct 14, 2016factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 18, 2011 to Feb 19, 2015factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 23, 2010 to Mar 14, 2011factForm ADV

Dated events

No dated event names this entity yet.