David A Weitgenant

CRD 2096196 · J.P. Morgan Securities LLC · San Francisco, CA

IA RegisteredBroker

Also appears in the source record as: David Andrew Weitgenant

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (12): Series 52TOSIESeries 7Series 9Series 14Series 10Series 53Series 4Series 8Series 24Series 65Series 63
Registered states (1): California
Years in the industry (source record): 34
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (15)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
San Francisco, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
San Francisco, CA · BC capacity

start not retrieved → present
J.P. Morgan Private Wealth Advisors LLC
San Francisco, CA · IA capacity

Jun 19, 2013 → Mar 20, 2025
First Republic Securities Company, LLC
San Francisco, CA · BC capacity

Feb 25, 2013 → Sep 29, 2023
Thinkequity LLC
San Francisco, CA · IA capacity

Mar 7, 2005 → Dec 14, 2012
Thinkequity LLC
San Francisco, CA · BC capacity

Mar 7, 2005 → Dec 14, 2012
Banc Of America Investment Services, Inc.
San Francisco, CA · IA capacity

Aug 19, 2003 → Mar 3, 2005
Banc Of America Investment Services, Inc.
Boston, MA · BC capacity

Aug 19, 2003 → Mar 3, 2005
Banc Of America Securities LLC
San Francisco, CA · IA capacity

May 21, 2002 → Aug 20, 2003
Banc Of America Securities LLC
New York, NY · BC capacity

Apr 4, 2000 → Aug 20, 2003
J.P. Morgan Securities Inc.
New York, NY · BC capacity

Apr 9, 1998 → Apr 19, 2000
Everen Securities, Inc.
St. Louis, MO · BC capacity

Apr 18, 1994 → Apr 22, 1998
Dean Witter Reynolds Inc.
Purchase, NY · BC capacity

May 19, 1992 → Mar 18, 1994
Ids Life Insurance Company
Minneapolis, MN · BC capacity

Nov 14, 1990 → Mar 5, 1991
American Express Financial Advisors Inc.
Minneapolis, MN · BC capacity

Nov 14, 1990 → Mar 5, 1991

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2096196 ↗ FINRA BrokerCheck record for CRD 2096196 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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