Cody DanielCRD Number: 6388704
Current Firm: J.p. Morgan Securities LLC
Cody Daniel (CRD# 6388704) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenwood, IN and has over 2 years of experience in the finance industry.
I4 Advisors LLC
Treybourne Wealth Planners
Canterbury Investment Management, LLC
|Jpmorgan Securities LLC||Greenwood, IN||Apr 2015 - Current||1|
|Jpmorgan Chase Bank||Greenwood, IN||Apr 2015 - Current||1|
|Edward Jones||Noblesville, IN||Sep 2014 - Apr 2015||< 1|
|Unemployed||Columbus, IN||May 2014 - Aug 2014||< 1|
|The Home Depot||Mobile, AL||Jan 2013 - May 2014||1|
|University Of South Alabama||Mobile, AL||Jul 2011 - May 2014||2|
|Walmart||Mobile, AL||Apr 2012 - Sep 2012||< 1|
|Telephone Services Inc.||Lewisville, TX||May 2011 - Jun 2011||< 1|
|Unemployed||Stephenville, TX||Feb 2011 - May 2011||< 1|
|Lone Star Arena||Stephenville, TX||Nov 2010 - Jan 2011||< 1|
|City Limits Bar||Stephenville, TX||Nov 2010 - Dec 2010||< 1|
|Unemployed||Stephenville, TX||Aug 2010 - Nov 2010||< 1|
|United States Coast Guard||Metairie, LA||Aug 2007 - Aug 2010||3|
|Unemployed||Stephenville, TX||Jun 2007 - Aug 2007||< 1|
|Telephone Services Inc.||Lewisville, TX||Feb 2007 - Jun 2007||< 1|
|Erath County Dairy Sales||Stephenville, TX||Aug 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
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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