William Pittman, financial advisor West Lake Hills TX
93 score

William Pittman

CRD Number: 5620266
Current Firm: J.p. Morgan Securities LLC

William Pittman (CRD# 5620266) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in West Lake Hills, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Investments Austin, TX Mar 2014 - Current 2
Merrill Lynch Austin, TX Jan 2011 - Mar 2014 3
Dell Roundrock, TX Jul 2009 - Jan 2011 1
Unemployed Augusta, GA Feb 2009 - Jul 2009 < 1
Merrill Lynch Augusta, GA Nov 2008 - Feb 2009 < 1
Cross Creek Productions Athens, GA Oct 2008 - Nov 2008 < 1
Lansddowne Road Athens, GA Nov 2007 - Oct 2008 < 1
Astrazeneca Pharmaceuticals Athens, GA Mar 2007 - Nov 2007 < 1
Lanier Worldwide Atlanta, GA Dec 2006 - Mar 2007 < 1
Unemployed Athens, GA Nov 2006 - Dec 2006 < 1
Astonish Entertainment Los Angeles, CA Sep 2006 - Nov 2006 < 1
University Of Georgia Athens, GA Aug 2006 - Sep 2006 < 1
Richmond County Board Of Education Augusta, GA Jul 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for William E. Pittman
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
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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