Danielle Schantz, financial advisor Delray Beach FL
93 score

Danielle Schantz

CRD Number: 5357637
Current Firm: J.p. Morgan Securities LLC

Danielle Schantz (CRD# 5357637) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Delray Beach, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Delray Beach, FL Oct 2012 - Current 4
Chase Investment Services Corp. Boca Raton, FL Mar 2011 - Oct 2012 1
M&t Securities New York, NY Nov 2009 - Mar 2011 1
M&t Bank New York, NY Jan 2009 - Mar 2011 2
Ameriprise Financial Islandia, NY Jul 2008 - Jan 2009 < 1
Suny University At Buffalo Buffalo, NY Sep 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2010
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Danielle A. Schantz
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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