Daniel Worobiec
Investment adviser representative at J.P. Morgan Securities LLC
4 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$429.7BFirm assets
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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
4 years in the industry.
- J.P. Morgan Securities LLCDec 2018 to now
- JP Morgan Chase Bank, N.A.Dec 2018 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Dec 2018
- Strategic Advisers LLCSep 2015 to Jul 2018
- Fidelity Brokerage Services LLCAug 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 6289788
- Firm CRD
- 79