Danielle Lucienne Fink
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Danielle Lucienne Fink? 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
10 years in the industry.
- J.P. Morgan Securities LLCNov 2022 to now
- JPMorgan Chase Bank, N.A.Aug 2022 to now
- AmazonJun 2022 to Jun 2022
- Fms RestaurantsJun 2022 to Jun 2022
- Navy Federal Credit UnionMar 2022 to Jul 2022
- JPMorgan Chase Bank NAFeb 2020 to Feb 2022
- City of Rittman Fire and RescueJun 2019 to Jun 2021
- Citizens BankMar 2019 to Jan 2020
- State FarmApr 2018 to Mar 2019
- David's BridalJun 2017 to Mar 2020
- Hobby LobbyAug 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7667293
- Firm CRD
- 79