Daniel Trigo
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Daniel Trigo? 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 LLCJul 2026 to now
- JPMorgan Chase Bank, N.A.Jul 2026 to now
- Charles SchwabOct 2024 to Jul 2026
- JP Morgan ChaseMar 2024 to Aug 2024
- Uber EatsJan 2024 to Jun 2026
- NikeDec 2022 to Mar 2024
- Perry's SteakhouseNov 2022 to Dec 2022
- Another Broken Egg CafeOct 2022 to Nov 2022
- Saltgrass SteakhouseFeb 2022 to Sep 2022
- Ouisie's TableNov 2021 to Jan 2022
- Olive GardenMay 2021 to Dec 2021
- UnemployedApr 2021 to Apr 2021
- AmazonJan 2021 to Mar 2021
- UnemployedSep 2020 to Dec 2020
- Dynamic FitnessMar 2020 to Aug 2020
- UnemployedOct 2019 to Feb 2020
- SmashburgerJul 2019 to Sep 2019
- Old NavyJun 2019 to Jul 2019
- UnemployedSep 2018 to May 2019
- Mister CarwashJun 2018 to Aug 2018
- UnemployedJul 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 7975272
- Firm CRD
- 79