Unclaimed Profile

Theodore F Dimig

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record21 years registeredJ.P. MORGAN PRIVATE WEALTH ADVISORS LLC

111, SAN FRANCISCO, CA 94111-5602CRD# 4823148Firm CRD# 108559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Theodore F Dimig · SAN FRANCISCO, CA

Registration

CRD #4823148 · J.P. MORGAN PRIVATE WEALTH ADVISORS LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

J.P. MORGAN ASSET MANAGEMENT

Sep 2004 – Apr 2012

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 23, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

CRD 108559 · SEC 801-56293

AUM

$86.3B

Regulatory assets under management

Employees

690

56,585 client accounts

Services offered by J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at J.P. MORGAN PRIVATE WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Theodore F Dimig offer?

Theodore F Dimig specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Theodore F Dimig's credentials?

Theodore F Dimig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theodore F Dimig located?

Theodore F Dimig is based in SAN FRANCISCO, California, last registered with J.P. MORGAN PRIVATE WEALTH ADVISORS LLC.

How does Theodore F Dimig charge for services?

Theodore F Dimig's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: portfolio consulting / flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is J.P. MORGAN PRIVATE WEALTH ADVISORS LLC?

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC has approximately 690 employees and manages $86.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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