Daniel Baker
Investment adviser representative at J.P. Morgan Securities LLC
14 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Daniel Baker? Claim your profile
Contact this firm
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
14 years in the industry.
- J.P. Morgan Securities LLCOct 2023 to now
- JPMorgan Securities LLCJun 2023 to now
- JPMorgan Chase Bank, NAJul 2022 to now
- J.P. Morgan Institutional Investments Inc.Jul 2022 to Jun 2023
- UnemployedJun 2022 to Jun 2022
- Hunter Creek Advisors LLCJun 2021 to Jul 2021
- Trudy Fitness Center - Colgate UniversitySep 2019 to May 2022
- Colgate UniversityAug 2018 to May 2022
- UnemployedMay 2018 to Jul 2018
- Leahey and Johnson Law FirmOct 2017 to Apr 2018
- UnemployedJan 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7596988
- Firm CRD
- 79