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David A Weitgenant

J.P. Morgan Securities LLC

San Francisco, CA

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-31
  • CA RA
    APPROVED
    Since 2024-05-31

Branch Locations

1 Front Street, San Francisco, CA 94111 • 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
First Republic Securities Company, Llc San Francisco CA 01/2013 06/2023
First Republic Investment Management, Inc. San Francisco CA 02/2013 Present
J.P. Morgan Securities Llc San Francisco CA 09/2023 Present
Jpmorgan Chase Bank, N.A. San Francisco CA 10/2023 Present
  • 01/2013 → 06/2023
    First Republic Securities Company, Llc
    San Francisco, CA
  • 02/2013 → Present
    First Republic Investment Management, Inc.
    San Francisco, CA
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 10/2023 → Present
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
Previous Registrations
  • 2013-06-19 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    San Francisco, CA
  • 2005-03-07 → 2012-12-14
    Thinkequity Llc
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2003-08-19 → 2005-03-03
    Banc Of America Investment Services, Inc.
    San Francisco, CA
  • 2002-05-21 → 2003-08-20
    Banc Of America Securities Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-29
S63 Uniform Securities Agent State Law Examination 1990-11-26
  • S65 Uniform Investment Adviser Law Examination
    2000-08-29
  • S63 Uniform Securities Agent State Law Examination
    1990-11-26
Other Names
  • David Andrew Weitgenant

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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