Daniel WhitehouseCRD Number: 6184016
Current Firm: J.p. Morgan Securities LLC
Daniel Whitehouse (CRD# 6184016) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Gilbert, AZ and has over 4 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Jp Morgan Securities LLC||Queen Creek, AZ||Apr 2013 - Current||4|
|Jpmorgan Chase||Gilbert, AZ||Jul 2011 - Mar 2013||1|
|Citibank||Daly City, CA||Jul 2010 - Jun 2011||< 1|
|Bank Of America||San Mateo, CA||Apr 2006 - May 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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, WY