Daniel Cruz
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCApr 2025 to now
- JPMorgan Chase Bank, N.A.Apr 2025 to now
- Equitable Financial Life InsuranceNov 2024 to Mar 2025
- Equitable Advisors, LLCOct 2024 to Mar 2025
- Troy Construction LLCJul 2023 to Sep 2023
- Purple Heart Pawn and GunMay 2022 to Aug 2022
- Fort Worth Independent School District/fwisdJan 2022 to Aug 2024
- Texas Christian UniversityJul 2021 to Dec 2021
- Teo TacosAug 2019 to Aug 2021
- The Keg Steakhouse and BarMay 2019 to Aug 2019
- Britezone CarwashJun 2018 to Aug 2018
- Texas Christian UniversityJan 2018 to Jul 2020
- UnemployedAug 2017 to Dec 2017
- Britezone CarwashJun 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 8003884
- Firm CRD
- 79