Daniel Delmotte, financial advisor Grosse Pointe MI
88 score

Daniel Delmotte

CRD Number: 6327871
Current Firm: J.p. Morgan Securities LLC

Daniel Delmotte (CRD# 6327871) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Grosse Pointe, MI and has over 2 years of experience in the finance industry.

Similar Advisors
James Carnaghi, financial advisor Grosse Pointe MI
James R. Carnaghi
CRD# 6431871
Spc
Score
99
Similar Advisors
Ryan Fedricks, financial advisor Grosse Pointe MI
Ryan L. Fedricks
CRD# 6177716
Plante Moran Financial Advisors
Score
103
Similar Advisors
Adam Funk, financial advisor Grosse Pointe MI
Adam J. Funk
CRD# 4515646
Savings Coach, LLC
Score
103
Company Name Location Dates Years
Jpmorgan Chase Bank Sterling Heights, MI Aug 2015 - Current 1
Jpmorgan Securities LLC Sterling Heights, MI Aug 2015 - Current 1
Axa Advisors LLC Saginaw, MI May 2014 - Jun 2015 1
Central Michigan University Mt. Pleasant, MI Aug 2008 - May 2014 5
Macray Harbor Harrison Twp, MI May 2007 - Dec 2013 6
Lunar Industries Clinton Twp, MI Dec 2011 - Jan 2012 < 1
Lanse Creuse High School Harrison Twp, MI Apr 2004 - Jun 2008 4
Dmj Ind Mt. Clemens, MI Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Daniel R. Delmotte
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
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

Ready to hire a financial advisor? Get competitive proposals from Daniel Delmotte and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.