David Koronkiewicz

David Koronkiewicz is a financial professional with a diverse background in wealth management and investment advisory services. He currently serves as Vice President and Financial Advisor at Merrill Lynch Wealth Management, focusing on high net worth clients.25

Career History

J.P. Morgan Private Bank: David previously worked at J.P. Morgan Private Bank as an Investment Associate from June 2012 to December 2016, a position he held for 4 years and 7 months.1

Other Positions: Prior to his current role at Merrill Lynch, David has also worked as a Financial Advisor at Edward Jones.1

Qualifications and Registrations

David Koronkiewicz holds the Certified Financial Planner (CFP®) designation.14 He has passed the Series 66 and Series 65 examinations, which qualify him to provide investment advice.3 He is currently registered to offer investment advisory services in Illinois and Texas.3

Current Role and Focus

At Merrill Lynch Wealth Management, David Koronkiewicz specializes in serving high net worth individuals and families.25 As a Vice President and Financial Advisor, he likely provides comprehensive wealth management services, including investment strategies, retirement planning, and estate planning.

It's worth noting that while the query refers to David as an "Investment Assistant at J.P. Morgan," the most recent information available indicates that he is now with Merrill Lynch. His time at J.P. Morgan appears to have been in the past, and his role there was as an Investment Associate rather than an assistant.1