Daniel J. Malley
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCFeb 2026 to now
- JPMorgan Chase Bank, N.A.Jan 2026 to now
- CitibankJul 2023 to Dec 2025
- UnemployedJun 2023 to Jun 2023
- Angelo, Gordon & CoJun 2022 to Aug 2022
- Bank of MontrealJun 2021 to Aug 2021
- Bank of MontrealJun 2020 to Aug 2020
- Boston CollegeAug 2019 to May 2023
- Blind Brook High SchoolAug 2018 to Aug 2019
- Bronxville Field ClubMay 2018 to Aug 2018
- Blind Brook High SchoolFeb 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7261811
- Firm CRD
- 79