David Hutzler, financial advisor Westlake Village CA
93 score

David Hutzler

CRD Number: 5591428
Current Firm: J.p. Morgan Securities LLC

David Hutzler (CRD# 5591428) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westlake Village, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Westlake Village, CA Mar 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas, NV Sep 2011 - Mar 2016 4
Bank Of America, N.a. Las Vegas, NV Sep 2011 - Mar 2016 4
Wells Fargo Advisors, LLC Las Vegas, NV Jan 2011 - Aug 2011 < 1
Wells Fargo Investments, LLC Las Vegas, NV Sep 2008 - Aug 2011 2
Wells Fargo Bank Las Vegas, NV Aug 2007 - Aug 2011 4
Wells Fargo Bank Las Vegas, NV Feb 2007 - Aug 2007 < 1
Las Vegas Ice Center Las Vegas, NV Oct 2006 - Feb 2007 < 1
Finish Line Las Vegas, NV Aug 2006 - Oct 2006 < 1
Las Vegas Ice Center Las Vegas, NV Apr 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for David Hutzler
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • NV
  • 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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