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David Alan Jutovsky

Financial Solutions Advisory Group

Chicago, IL

CRD 4603469

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Employer firm

Financial Solutions Advisory Group CRD 125218

$935M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Solutions Advisory Group

8700 W. Bryn Mawr Avenue, Suite 410-N, Chicago, IL 60631 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-12-13
  • IL RA
    APPROVED
    Since 2019-12-13

Branch Locations

8700 W. Bryn Mawr Avenue, Suite 410-N, Chicago, IL 60631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Leonetti & Associates, Llc Buffalo Grove IL 05/2008 Present
Hightower Advisors Llc Chicago IL 06/2017 Present
Financial Solutions Advisory Group, Inc. Chicago IL 12/2019 Present
  • 05/2008 → Present
    Leonetti & Associates, Llc
    Buffalo Grove, IL
  • 06/2017 → Present
    Chicago, IL
  • 12/2019 → Present
    Financial Solutions Advisory Group, Inc.
    Chicago, IL
Previous Registrations
  • 2018-09-05 → 2019-12-10
    Buffalo Grove, IL
  • 2008-05-06 → 2019-06-26
    Leonetti & Associates, Llc
    Buffalo Grove, IL
  • 2004-07-19 → 2008-06-20
    Leonetti & Associates Inc
    Buffalo Grove, IL
  • 2002-11-01 → 2004-07-19
    Chicago, IL
Other Businesses

I SERVE AS PRESIDENT OF JDL PRIVATE TAX SERVICES, INC, A TAX PREPARATION COMPANY. I SPEND ON AVERAGE, 6 TO 10 HOURS A WEEK.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-03-19
S65 Uniform Investment Adviser Law Examination 1999-05-27
  • S63 Uniform Securities Agent State Law Examination
    2004-03-19
  • S65 Uniform Investment Adviser Law Examination
    1999-05-27
Designations
  • Personal Financial Specialist

View on SEC IAPD

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