Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Dewitt is a financial advisor with J.P. Morgan Securities LLC, where Bruce has been employed since May 2023. Bruce has over 15 years of experience in the financial services industry, having previously worked for Wells Fargo Securities, LLC, Bank of America Securities LLC, and Dean Witter Reynolds Inc. Bruce holds a variety of licenses and certifications, including Series 7, Series 24, Series 31, Series 63, Series 65, and SIE. Bruce is licensed to conduct business in all 50 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/23/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/02/2007 - 06/08/2018
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
NY
10/26/2000 - 03/19/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/24/1999 - 09/27/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/18/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/23/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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