Dano W. Lopresti
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$429.7BFirm assets
Are you Dano W. Lopresti? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Divine Touch Enterprises LLCAug 2026 to now
- J.P. Morgan Securities LLCNov 2016 to now
- JP Morgan Chase Bank, N.A.Jan 2018 to Sep 2025
- UnemployedApr 2016 to Nov 2016
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3065120
- Firm CRD
- 79