Daniel Lampe, financial advisor Boulder CO

Daniel Lampe

CRD Number: 5170609
Current Firm: J.p. Morgan Securities LLC

Daniel Lampe (CRD# 5170609) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boulder, CO and has over 17 years of experience in the finance industry. Daniel Lampe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jp Morgan Securities, LLC Boulder, CO Dec 2018 - Current 5
Jp Morgan Chase Bank, N.a. Boulder, CO Dec 2018 - Current 5
Bank Of The West Thornton, CO Mar 2017 - Dec 2018 1
Bancwest Investment Services, Inc. Thornton, CO Mar 2017 - Dec 2018 1
Turnkey Vacation Rentals Austin, TX Nov 2015 - Apr 2017 1
Wells Fargo Advisors, LLC Lakewood, CO Dec 2012 - Nov 2015 2
Wells Fargo Bank Na Lakewood, CO Jul 2012 - Nov 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Daniel A. Lampe
Phone Number: 800-999-2000
Registered State(s):
  • CO
  • TX
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

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