David Pitts, financial advisor Mchenry IL
90 score

David Pitts

CRD Number: 6141397
Current Firm: J.p. Morgan Securities LLC

David Pitts (CRD# 6141397) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mchenry, IL and has over 3 years of experience in the finance industry.

Similar Advisors
Allen Kutchins, financial advisor Mchenry IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Score
106
Similar Advisors
Stephen Curry, financial advisor Mchenry IL
Stephen F. Curry
CRD# 5207046
Nfp Advisor Services, LLC
Score
103
Similar Advisors
Karen Derose, financial advisor Mchenry IL
Karen L. Derose
CRD# 2700732
Lincoln Financial Advisors Corporation
Score
103
Company Name Location Dates Years
Jpmorgan Securities LLC Fox River Grove, IL Nov 2013 - Current 3
Jpmorgan Chase Bank Fox River Grove, IL Nov 2013 - Current 3
Unemployed Woodstock, IL Jul 2013 - Nov 2013 < 1
Wells Fargo Advisors, LLC Woodstock, IL Nov 2012 - Jun 2013 < 1
Wells Fargo Bank Huntley, IL May 2010 - Nov 2012 2
Harris Bank Marengo, IL Jan 2010 - May 2010 < 1
Northern Illinois University Dekalb, IL Sep 2006 - Dec 2009 3
Wal-mart Woodstock, IL Jun 2007 - Sep 2007 < 1
Donley's Wild West Town Union, IL Jun 2002 - Oct 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for David M. Pitts
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
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

Ready to hire a financial advisor? Get competitive proposals from David Pitts and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.