Daniel Dwyer, financial advisor Napa CA

Daniel Dwyer

CRD Number: 1336595
Current Firm: J.p. Morgan Private Wealth Advisors LLC

Daniel Dwyer (CRD# 1336595) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Napa, CA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Napa, CA Sep 2023 - Current < 1
First Republic Investment Management, Inc. Napa, CA Nov 2018 - Current 5
First Republic Securities Company, LLC Napa, CA Nov 2018 - Sep 2023 4
Bank Of America, N.a. Napa, CA Mar 2010 - Nov 2018 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Napa, CA Sep 2009 - Nov 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
Contact Info for Daniel Dwyer
Phone Number: 415-392-1400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    139,511
    MILLIONS
  • Total Number of Accounts
    84,774
    ACCOUNTS
  • Average Account Value
    $1,645,685
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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