David MeadeCRD 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 5 years of experience in the finance industry.
Commonwealth Financial Network
Commonwealth Financial Network
|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|
Total Assets Under Management26,138MILLIONS
Total Number of Accounts34,219ACCOUNTS
Average Account Value$763,851
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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