David Meade, financial advisor Fontana CA
93 score

David Meade

CRD Number: 6054038
Current Firm: Advised Assets Group, LLC

David Meade (CRD# 6054038) is an Investment Advisor Representative working at Advised Assets Group, LLC in Fontana, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Gwfs Equities, Inc. San Diego, CA Jul 2017 - Current < 1
Jpmorgan Securities Hesperia, CA Apr 2014 - Jun 2017 3
J.p. Morgan Securities LLC Riverside, CA Oct 2012 - Jun 2017 4
Jpmorgan Chase Bank Riverside, CA Mar 2012 - Jun 2017 5
Jpmorgan Chase Bank, N.a. Riverside, CA Mar 2012 - Apr 2014 2
Chase Investment Services Corp Riverside, CA Mar 2012 - Oct 2012 < 1
Jpmorgan Chase Bank Fontana, CA Jan 2011 - Mar 2012 1
Jpmorgan Chase Bank, N.a. Fontana, CA Jun 2010 - Mar 2012 1
Jpmorgan Chase Bank San Dimas, CA Jun 2010 - Jan 2011 < 1
Jpmorgan Chase Bank, N.a. Azusa, CA Jun 2009 - Jun 2010 1
Jpmorgan Chase Bank Azusa, CA Apr 2009 - Jun 2010 1
Jpmorgan Chase Bank, N.a. La Verne, CA Jul 2007 - Jun 2009 1
Jpmorgan Chase Bank La Verne, CA Sep 2008 - Apr 2009 < 1
Washington Mutual La Verne, CA Jul 2007 - Sep 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for David T. Meade
Phone Number: 844-302-2448
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    26,138
    MILLIONS
  • Total Number of Accounts
    34,219
    ACCOUNTS
  • Average Account Value
    $763,851
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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