Daniel Caldeira
Investment adviser representative at J.P. Morgan Securities LLC
15 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
15 years in the industry.
- J.P. Morgan Securities LLCApr 2026 to now
- JPMorgan Chase Bank, N.A.Apr 2026 to now
- Bank of AmericaFeb 2022 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to Apr 2026
- Sutherland Global SolutionsNov 2021 to Feb 2022
- UnemployedJun 2021 to Oct 2021
- Broadpath HealthcareNov 2020 to May 2021
- Transcom Worldwide USA LLCMay 2020 to Nov 2020
- One SupportApr 2020 to May 2020
- CamblyDec 2017 to Apr 2020
- DillardsSep 2017 to Nov 2017
- Conduent Business Services, LLCMar 2017 to Jun 2017
- KohlsAug 2016 to Jan 2017
- US ArmyDec 2011 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7513130
- Firm CRD
- 79