Daniel Malone, financial advisor North Massapequa NY

Daniel Malone

CRD Number: 6385977
Current Firm: J.p. Morgan Securities LLC

Daniel Malone (CRD# 6385977) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in North Massapequa, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC East Farmingdale, NY Aug 2014 - Current 7
Jpmorgan Chase Bank East Famringdale, NY Dec 2013 - Current 8
Farmingdale State College Farmingdale, NY Sep 2011 - May 2014 2
Jpmorgan Chase Bank South Farmingdale, NY Jul 2012 - Nov 2013 1
Anthonys Pizza West Islip, NY Jun 2010 - Apr 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Daniel Malone
Phone Number: 800-999-2000
Registered State(s):
  • CT
  • NY
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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

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