Daniel Deegan, financial advisor Manasquan NJ

Daniel Deegan

CRD Number: 1143339
Current Firm: J.p. Morgan Securities LLC

Daniel Deegan (CRD# 1143339) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Manasquan, NJ and has over 38 years of experience in the finance industry.

Similar Advisors
John Hammack, financial advisor Manasquan NJ
John P. Hammack
CRD# 2083423
Main Street Financial Solutions, LLC
Similar Advisors
Kevin Kruse, financial advisor Manasquan NJ
Kevin H. Kruse
CRD# 4874990
Prudential Financial Planning Services
Similar Advisors
Mark Abadir, financial advisor Manasquan NJ
Mark A. Abadir
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name Location Dates Years
J.p. Morgan Securities LLC New York, NY Oct 2012 - Current 11
J.p. Morgan Securities Inc. New York, NY Sep 2006 - Current 17
Banc One Securities Corporation Westerville, OH Jun 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Mar 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel R. Deegan
Phone Number: 800-999-2000
Registered State(s):
  • DC
  • MD
  • NJ
  • NY
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.