Daniel Freeman (CRD# 6161338) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Meadow, NY and has over 11 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank | East Meadow, NY | Feb 2022 - Current | 2 |
| Jp Morgan Securites LLC | East Meadow, NY | Feb 2022 - Current | 2 |
| Jjr Retail, LLC | Howard Beach, NY | Apr 2019 - Current | 5 |
| Baruch College | New York, NY | Sep 2014 - Current | 9 |
| Jp Morgan Chase Bank | East Meadow, NY | Dec 2014 - Feb 2022 | 7 |
| Jp Morgan Securites LLC | East Meadow, NY | Dec 2014 - Feb 2022 | 7 |
| Jp Morgan Securities LLC | Garden City, NY | Jan 2013 - Dec 2014 | 1 |
| Jpmorgan Chase Bank | Garden City, NY | Feb 2012 - Dec 2014 | 2 |
| Nassau Community College | Garden City, NY | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- CT
- NY
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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