Daniel A. Lincoln
Investment adviser representative at J.P. Morgan Securities LLC
7 yearsExperience
3 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
7 years in the industry.
- Proliferate FoundationOct 2023 to now
- JP Morgan Chase Bank, N.A.Feb 2023 to now
- J.P. Morgan Securities LLCOct 2018 to now
- AmazonSep 2023 to Oct 2023
- JPMorgan Chase Bank, N.A.Oct 2018 to Feb 2023
- UnemployedSep 2018 to Oct 2018
- Edward JonesDec 2017 to Aug 2018
- Mclane CompanySep 2017 to Dec 2017
- W&s Brokerage Services, Inc.May 2016 to Nov 2017
- Western Southern LifeMay 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (NY, OH, 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
- 6657445
- Firm CRD
- 79