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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jesulaitis is an investment advisor representative with Corient, a firm headquartered in Miami, Florida. David has been active in the financial services industry since January 2013. David holds Series 63, 65, 7, 22, 24, 28, 99TO, and SIE licenses, and is currently registered as an investment advisor representative in Texas. Prior to joining Corient, David worked at Avalon Wealth Management LLC. David's current role at Corient involves providing investment advice to individual investors, high net worth individuals, corporations, and other businesses, as well as charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. David's expertise includes a range of financial services, including financial planning, portfolio management, market timing services, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
05/02/2023 - Present
Corient (MIAMI FL)
TX
01/14/2013 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
BC
Issued 04/27/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 06/29/2012
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2012
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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