Daniel Vieland, financial advisor Newton Falls OH
86 score

Daniel Vieland

CRD Number: 4457307
Current Firm: J.p. Morgan Securities LLC

Daniel Vieland (CRD# 4457307) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newton Falls, OH and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Jpmorgan Securities LLC Ravenna, OH Jan 2015 - Current 1
Charles Schwab & Company, Inc. Westlake, OH Oct 2012 - Jan 2015 2
Charles Schwab Bank Westlake, OH Oct 2012 - Jan 2015 2
Edward Jones Grafton, OH Apr 2010 - Oct 2012 2
Td Ameritrade Woodmere, OH Apr 2008 - Apr 2010 2
Amerivest Investment Management LLC Beachwood, OH Apr 2008 - Apr 2010 2
Chase Investment Services Corp Lorain, OH Oct 2006 - Apr 2008 1
Cco Investment Services Corp Cleveland, OH Jan 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2006
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Daniel A. Vieland
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
  • TX
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

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BADGES
86

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