Danny ChenCRD Number: 6227665
Current Firm: J.p. Morgan Securities LLC
Danny Chen (CRD# 6227665) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in El Monte, CA and has over 9 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|Jp Morgan Securities LLC||Arcadia, CA||Jun 2013 - Current||10|
|Jpmorgan Chase Bank||Arcadia, CA||Oct 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S66||NASAA Uniform Combined State Law Examination||Sep 2021|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- A percentage of assets under your management
- 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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