Daniel FlorenceCRD Number: 5504772
Current Firm: J.p. Morgan Securities LLC
Daniel Florence (CRD# 5504772) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Portland, OR and has over 8 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|J.p. Morgan Securities LLC||Portland, OR||Oct 2012 - Current||4|
|Chase Investment Services Corp||Portland, OR||Oct 2010 - Oct 2012||2|
|Various Insurance Carriers For W & R Insurance Agencies||Aloha, OR||Jul 2008 - Oct 2010||2|
|Waddell & Reed, Inc.||Beaverton, OR||Jun 2008 - Oct 2010||2|
|Univ. Of Oregon Housing||Eugene, OR||Aug 2007 - Jun 2008||< 1|
|Unemployed||Windsor, CA||Jun 2007 - Aug 2007||< 1|
|Univ Of Oregon, Office Of Overseas Study||Eugene, OR||Sep 2006 - Jun 2007||< 1|
|Univ Of Oregon Housing||Eugene, OR||Aug 2006 - Jun 2007||< 1|
|Unemployed||Windsor, CA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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