Daniel Shindelbower
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 LLCNov 2023 to now
- JPMorgan Chase Bank, N.A.Nov 2023 to now
- Wells Fargo Clearing Services, LLCMay 2022 to Nov 2023
- UnemployedApr 2022 to Apr 2022
- Mwa Financial Services IncOct 2021 to Mar 2022
- Modern Woodmen of AmericaNov 2020 to Mar 2022
- East End Tap and TableAug 2020 to Mar 2022
- Evans Firearm and ArcheryMay 2019 to Jul 2020
- HopcatMar 2019 to Jul 2020
- L&l Craft LLCOct 2018 to Feb 2019
- LowesMay 2018 to Aug 2018
- Texas Da BrazilJun 2017 to Jan 2018
- Belles CocktailJan 2017 to May 2018
- Cheesecake FactoryJan 2017 to Mar 2017
- PalmersJun 2016 to May 2017
- University of KentuckyAug 2015 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7461516
- Firm CRD
- 79