Daniel Walter
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 LLCApr 2026 to now
- UnemployedOct 2025 to Apr 2026
- Crews & AssociatesJul 2024 to Sep 2025
- HotworxJan 2024 to Jul 2024
- UnemployedSep 2023 to Jan 2024
- Crossover LiquorJan 2023 to Sep 2023
- UnemployedJul 2022 to Jan 2023
- Darden Restaurants, Inc.Dec 2021 to Mar 2022
- Vivint Smarthome SecurityNov 2021 to Jul 2022
- UnemployedAug 2021 to Nov 2021
- Jaguar Land RoverMay 2021 to Aug 2021
- UnemployedOct 2020 to May 2021
- Cj's Butcher Boy Burgers LLCSep 2020 to Oct 2020
- UnemployedJul 2020 to Sep 2020
- Boys and Girls ClubAug 2018 to Jul 2020
- UnemployedApr 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7955310
- Firm CRD
- 79