Joseph Wittels, financial advisor Denver CO
93 score

Joseph Wittels

CRD Number: 5537872
Current Firm: J.p. Morgan Securities LLC

Joseph Wittels (CRD# 5537872) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Denver, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Denver, CO Jun 2016 - Current < 1
Jackson National Life Distributors Denver, CO Dec 2012 - Jun 2016 3
Jackson National Life Nashville, TN May 2011 - Dec 2012 1
Jackson National Life Denver, CO Apr 2010 - May 2011 1
Jackson National Life Distributors Denver, CO Mar 2010 - Apr 2010 < 1
Jackson National Life Distributors LLC Denver, CO Nov 2009 - Mar 2010 < 1
University Of Denver Denver, CO Oct 2009 - Nov 2009 < 1
Gravity Investments Denver, CO Jun 2009 - Oct 2009 < 1
Ubs Denver, CO Jan 2009 - Mar 2009 < 1
University Of Denver Denver, CO Sep 2005 - Mar 2009 3
Northwestern Mutual Denver, CO May 2008 - Jan 2009 < 1
Red Robin Littleton, CO Jan 2005 - Jun 2007 2
American Eagle Denver, CO Nov 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Joseph M. Wittels
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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