Dana Rubarth
Investment adviser representative at J.P. Morgan Securities LLC
17 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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
17 years in the industry.
- J.P. Morgan Securities LLCJul 2022 to now
- JPMorgan Chase Bank NAJun 2022 to now
- JPMorgan Securities LLCJun 2022 to now
- Unionbanc Investment ServicesJun 2021 to Jun 2022
- Mufg Union BankMay 2021 to Jun 2022
- Wells Fargo Clearing Services, LLCNov 2016 to May 2021
- Wells Fargo Advisors LLCNov 2010 to Nov 2016
- Wells Fargo Bank, N.A.Jun 2009 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5859290
- Firm CRD
- 79