Donald Daniels, financial advisor Pleasant Hill CA
90 score

Donald Daniels

CRD Number: 6055959
Current Firm: J.p. Morgan Securities LLC

Donald Daniels (CRD# 6055959) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pleasant Hill, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Pleasant Hill, CA Oct 2012 - Current 4
Jp Morgan Chase Bank Pleasant Hill, CA Sep 2011 - Current 5
Chase Investment Services Corp Pleasant Hill, CA Apr 2012 - Oct 2012 < 1
Mccormick Realty Modesto, CA Feb 2010 - Sep 2011 1
Vandyk Mortgage Corp Modesto, CA Feb 2009 - Feb 2010 1
Mccormick Mortgage Modesto, CA Sep 2002 - Feb 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Donald D. Daniels
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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
90
Clean Record
This advisor has a clean track record with regulators.

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