Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tuttle is a financial advisor with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. David Tuttle is a registered investment advisor representative in Texas and Wisconsin. David has been in the financial industry since 1994 and has previously worked at Chase Investment Services Corp., M&I Financial Advisors, Inc., Vision Investment Services, Inc., Wells Fargo Brokerage Services, L.L.C., Wells Fargo Investments, LLC, Focused Investments L.L.C., CitiCorp Investment Services, CUNA Brokerage Services, Inc., and NYLIFE Securities Inc. David Tuttle is also a Certified Financial Planner.
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
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2
WI
10/01/2012 - Present
J.p. Morgan Securities LLC (NEW BERLIN WI)
WI
04/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW BERLIN WI)
WI
09/27/2004 - 04/05/2010
M&I FINANCIAL ADVISORS, INC (WEST ALLIS WI)
IL
05/11/2001 - 09/17/2004
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
MN
03/29/2001 - 06/29/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
03/26/2001 - 06/29/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IL
10/01/1999 - 03/27/2001
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
12/01/1997 - 10/01/1999
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
NY
10/23/1995 - 12/03/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
10/05/1994 - 08/16/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
05/02/1994 - 10/12/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1994
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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