Daniel FreerCRD Number: 6388627
Current Firm: J.p. Morgan Securities LLC
Daniel Freer (CRD# 6388627) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Luis Obispo, CA and has over 3 years of experience in the finance industry.
Strategic Wealth Advisors Group
Lpl Financial LLC
Northwest Asset Management
|J.p. Morgan Securities LLC||San Luis Obispo, CA||Dec 2017 - Current||< 1|
|Edward Jones||Atascadero, CA||Sep 2014 - Dec 2017||3|
|Uber||Atascadero, CA||Sep 2015 - Mar 2017||1|
|Snoqualmie Entertainment Authority||Snoqualmie, WA||Sep 2012 - Sep 2014||2|
|Stephen Group International||Bellevue, WA||Sep 2012 - Sep 2014||2|
|Centerstone||Seattle, WA||Nov 2013 - Jun 2014||< 1|
|Nissan Of The Eastside||Bellevue, WA||Feb 2012 - Sep 2012||< 1|
|Snoqualmie Entertainment Authority||Snoqualmie, WA||Jun 2011 - Sep 2012||1|
|Snoqualmie Entertainment Authority||Snoqualmie, WA||Jan 2011 - Jun 2011||< 1|
|Hydraflx Systems LLC||Hickam Afb, HI||Jul 2010 - Dec 2010||< 1|
|Us Navy||Lemoore, CA||Jun 2006 - Jun 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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, WY
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