Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Weitgenant is a financial advisor with over 30 years of experience in the industry. David is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC in California. Previously, David worked at First Republic Securities Company, LLC, Thinkequity LLC, Banc of America Investment Services, Inc., Banc of America Securities LLC, J.P. Morgan Securities Inc., Everen Securities, Inc., Dean Witter Reynolds Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. David holds a variety of licenses and certifications, including Series 7, 9, 10, 14, 24, 52, 53, 63, and 65. David specializes in providing financial advice to individuals, families, and businesses. He provides a wide range of services, including financial planning, portfolio management, and investment advisory. David's goal is to help clients achieve their financial goals.
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
CA
05/31/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
02/25/2013 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
03/07/2005 - 12/14/2012
THINKEQUITY LLC (SAN FRANCISCO CA)
MA
08/19/2003 - 03/03/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/04/2000 - 08/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
04/09/1998 - 04/19/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MO
04/18/1994 - 04/22/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
05/19/1992 - 03/18/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
11/14/1990 - 03/05/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/14/1990 - 03/05/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/04/1998
Series 4 - Registered Options Principal Examination
BC
Issued 09/25/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 04/22/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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