World Investment Advisors
41yrs
Top advisor by experience in New Berlin
32yrs
David Tuttle
Financial advisor at J.p. Morgan Securities
At a glance
Experience32 years (since 1994)
How that compares ?Top 3% by experience at J.p. Morgan Securities
Office15545 West National Avenue, New Berlin, WI 53151
How the firm is paid ?Percent of assets, Other
States licensed ?2 states
Services through J.p. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2012 – nowJ.p. Morgan Securities LLCCurrent firm
- 2010 – 2012Chase Investment Services Corp.Previously
- 2005 – 2010M&i Financial Advisors, Inc.Previously
- 2001 – 2004Vision Asset Management Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call J.p. Morgan Securities at 800-999-2000 and ask for David Tuttle. David works from the New Berlin, WI office.
How long has David been a financial advisor?
David has been in the industry since 1994, about 32 years. Top 3% by experience at J.p. Morgan Securities.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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