Shana M. Daniels
Investment adviser representative at J.P. Morgan Securities LLC
15 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
15 years in the industry.
- J.P. Morgan Securities LLCMar 2024 to now
- JPMorgan Chase Bank, N.A.Mar 2024 to now
- Entrefunding Capital Group LLCDec 2024 to Apr 2025
- Ameriprise Financial Services, LLCNov 2020 to Mar 2024
- Credit One BankJan 2020 to Nov 2020
- UnemployedOct 2019 to Dec 2019
- Ameriprise Financial Services, Inc.Nov 2011 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 6002656
- Firm CRD
- 79