Daniel BoateCRD Number: 6589295
Current Firm: J.p. Morgan Securities LLC
Daniel Boate (CRD# 6589295) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 5 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|J.p. Morgan Securities LLC||New York, NY||Mar 2020 - Current||1|
|J.p. Morgan Securities LLC||Brooklyn, NY||Jan 2019 - Mar 2020||1|
|Jpmorgan Chase Bank, N.a.||Brooklyn, NY||Jul 2017 - Mar 2020||2|
|Unemployed||West Chester, PA||Apr 2017 - Jun 2017||< 1|
|Penn Mutual Life Insurance Co||Horsham, PA||Jan 2016 - Mar 2017||1|
|Hornor Townsend & Kent||Horsham, PA||Jan 2016 - Mar 2017||1|
|1847 Financial||Conshohocken, PA||Oct 2015 - Mar 2017||1|
|Unemployed||West Chester, PA||Jun 2015 - Sep 2015||< 1|
|Washington College||Chestertown, MD||Jan 2015 - May 2015||< 1|
|United Kingdom Parliament||London,||Sep 2014 - Dec 2014||< 1|
|The Haverford Trust||Radnor, PA||Jun 2014 - Sep 2014||< 1|
|Washington College||Chestertown, MD||Jan 2014 - May 2014||< 1|
|Nudy's Cafe||Devon, PA||Dec 2013 - Jan 2014||< 1|
|Washingto College||Chestertown, MD||Sep 2013 - Dec 2013||< 1|
|Oliver Fire Protection & Safety||King Of Prussia, PA||Jun 2013 - Aug 2013||< 1|
|Washington College||Chestertown, MD||Sep 2012 - May 2013||< 1|
|West Chester Golf & Country Club||West Chester, PA||Jun 2012 - Aug 2012||< 1|
|Washington College||Chestertown, MD||Sep 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2016|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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
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.