Top Wealth + Best-in-State · rank 10 · Palm Beach Gardens, Florida · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (high)
- “David Li is a Managing Director, Portfolio Manager and Wealth Partner at J.P. Morgan Wealth Management.” — firm_official
- Parent company — JPMorgan Chase & Co. (high)
- “JPMS and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.” — firm_official
- Firm type — bank_brokerage (high)
- “"firm_name": "J.P. MORGAN SECURITIES LLC", "branch_city": "PALM BEACH GARDENS", "branch_state": "FL", "firm_bd_full_sec_number": "8-35008", "firm_ia_full_sec_number": "801-3702"” — sec_finra_regulatory
- Team name — The LHX Group (high)
- “About The LHX Group Our team operates out of four East Coast offices: Boston, Miami, Palm Beach Gardens and Washington D.C.” — firm_official
- Team size — 9 (high)
- “Meet Our Team David Li Managing Director Wealth Partner ... Kayla Hinkle Vice President Wealth Advisor ... Kevin Xiong Vice President Wealth Advisor ... Heather Anderson Vice President Relationship Manager ... Jessica Bo” — firm_official
- CRD — 4822456 (high)
- “"ind_source_id": "4822456", "ind_firstname": "DAVID", "ind_middlename": "XIN", "ind_lastname": "LI", "ind_bc_scope": "Active", "ind_ia_scope": "Active", "ind_industry_cal_date": "2007-12-04"” — sec_finra_regulatory
- Years experience — 19 (medium)
- “A member of the firm for over 19 years, David began his career at J.P. Morgan’s New York headquarters as an Investment Analyst and subsequently held several positions with the firm.” — firm_official
- “"ind_industry_cal_date": "2007-12-04"” — sec_finra_regulatory
- Designations — — (medium)
- “David is a graduate of Boston College’s Carroll School of Management where he earned a B.S. degree in Business Management with a concentration in Finance.” — firm_official
Book of business
- Team AUM ($M) — 1500 (high)
- “Team Assets (Custodied): $1.5B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size for New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 26 (medium)
- “Typical Net Worth of Relationships: $2-50M” — forbes_shook
- Client niche — founders, executives, entrepreneurs, professional athletes and entertainment professionals (high)
- “David helps provide financial guidance to founders, corporate executives, entrepreneurs, business owners, world-class professional athletes, global artists and entertainment professionals, families, and foundations, deli” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"ia_only": "N", "firm_bd_full_sec_number": "8-35008", "firm_ia_full_sec_number": "801-3702"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://wealthpartners.jpmorgan.com/palm-beach-gardens-(divosta-towers)/the-lhx-group/david-li (high)
- “David Li David Li Managing Director Wealth Partner "I apply a holistic approach to advise clients on both sides of their balance sheets and am directly responsible for managing their investments."” — firm_official
- Value proposition (verbatim) — I apply a holistic approach to advise clients on both sides of their balance sheets and am directly responsible for managing their investments. (high)
- “"I apply a holistic approach to advise clients on both sides of their balance sheets and am directly responsible for managing their investments."” — firm_official
- “"We treat clients as an extension of our own family—always with urgency, respect and the highest integrity."” — firm_official
- Differentiators — Portfolio manager directly responsible for managing client investments, Holistic advice across both sides of the client balance sheet, Highly customized strategies and security selection, Custom lending and liability management strategies, Multi-office East Coast coverage: Boston, Miami, Palm Beach Gardens, Washington D.C. (high)
- “Client-driven and attentive Holistic approach Recognized by the industry Portfolio management Highly customized strategies Security selection Award-winning research¹ ㅤ Custom lending and liability management strategies W” — firm_official
- “David applies a holistic approach to advising clients on both sides of their balance sheet and is directly responsible for managing their investments.” — firm_official
- Content marketing — none (medium)
- “Navigate to... Awards About Us Team Insights Connect” — firm_official
- Has podcast — no (medium)
- “David frequently provides interviews to the press on financial and wealth management insights.” — firm_official
- Books published — 0 (medium)
- “David is a graduate of Boston College’s Carroll School of Management where he earned a B.S. degree in Business Management with a concentration in Finance. He is fluent in speaking Chinese (Mandarin).” — firm_official
- Linkedin url — https://www.linkedin.com/in/david-li-a72649101/ (high)
- Social presence — linkedin_active (low)
- Press awards — Financial Planning Top 40 Under 40 (2021, 2022, 2023), Barron's Top 1,200 Financial Advisors (2025), Barron's Top 1,500 Financial Advisors (2026) (high)
- “Financial Planning Top 40 Under 40 2023 • 2022 • 2021 Forbes Top Next-Gen Wealth Advisors 2022 • 2021 • 2020 • 2019 • 2018 • 2017 Top Wealth Advisors Best-In-State 2026 • 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 To” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — https://dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png (high)
- “” — firm_official
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- Visual brand notes — Pure J.P. Morgan corporate template: white ground, brown/bronze accent chevrons and link states, classic serif wordmark over sans body type, formal advisor headshots. No team-level visual identity. (high)
- “src="../permanent-b0b701/assets/images/headerCarot-brown.34feb8b5.svg"” — firm_official
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