Daniel Priwin
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- J.P. Morgan Securities LLCApr 2022 to now
- JPMorgan Chase Bank NAMar 2022 to now
- JPMorgan Securities LLCMar 2022 to now
- Sanders Morris Harris LLCJan 2020 to Mar 2022
- Tectonic AdvisorsFeb 2019 to Mar 2022
- Employer FlexibleOct 2018 to Feb 2019
- University of HoustonAug 2018 to Dec 2019
- Global Financial Services LllcJun 2018 to Feb 2019
- St Edwards UniversityAug 2017 to Aug 2018
- UnemployedJun 2017 to Jul 2017
- Ohlone CollegeAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 7047058
- Firm CRD
- 79