Brian Daulton, financial advisor Vandalia OH

Brian Daulton

CRD Number: 4254497
Current Firm: J.p. Morgan Securities LLC

Brian Daulton (CRD# 4254497) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vandalia, OH and has over 9 years of experience in the finance industry.

Similar Advisors
Michael Abbinante, financial advisor Vandalia OH
Michael J. Abbinante
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abbott, financial advisor Vandalia OH
John M. Abbott
CRD# 2930449
Primerica Advisors
Similar Advisors
Nathaniel Abney, financial advisor Vandalia OH
Nathaniel A. Abney
CRD# 4903661
Fifth Third Securities, Inc.
Company Name Location Dates Years
Riverview Baptist Church Franklin, OH Apr 2018 - Current 2
J.p. Morgan Securities LLC Middletown, OH Oct 2012 - Current 8
Riverview Baptist Church Franklin, OH Apr 2014 - Apr 2018 4
Chase Investment Services Corp. Chicago, IL Jul 2005 - Oct 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Brian P. Daulton
Phone Number: 800-999-2000
Firm Website: https://m.facebook/chase
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.