Daniel DurrCRD Number: 5572416
Current Firm: J.p. Morgan Securities LLC
Daniel Durr (CRD# 5572416) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Burlington, KY and has over 7 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Jp Morgan Securities LLC||Burlington, KY||Mar 2016 - Current||< 1|
|Jpmorgan Chase Bank||Burlington, KY||Mar 2016 - Current||< 1|
|Home Depot||Florence, KY||Sep 2015 - Current||1|
|Citigroup Global Markets, Inc.||Florence, KY||Nov 2012 - Mar 2016||3|
|Home And Apartments LLC||Tequesta, FL||Feb 2012 - Nov 2012||< 1|
|Euro Pacific Capital, Inc.||Boca Raton, FL||Jul 2011 - Feb 2012||< 1|
|Unemployed||Port St Lucie, FL||Feb 2011 - Jun 2011||< 1|
|Citigroup Global Markets Inc.||Florence, KY||May 2008 - Jan 2011||2|
|Citibank North America||Florence, KY||Mar 2007 - Jan 2011||3|
|Durr Real Estate||Highland Heights, KY||Feb 2006 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2009|
|S65||NASAA Investment Advisors Law Examination||Aug 2011|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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