Daniel Zane Robledo
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJul 2025 to now
- JPMorgan Chase Bank, N.A.Jul 2025 to now
- Independent NotaryDec 2021 to now
- The Math YogisFeb 2025 to Jun 2025
- American Business BankSep 2024 to Dec 2024
- Mrk PartnersJun 2024 to Aug 2024
- Selig ParkingApr 2024 to May 2024
- Silverline Construction IncSep 2023 to Dec 2023
- Coastline Valet ParkingJun 2023 to Jun 2024
- University of Southern CaliforniaAug 2022 to Dec 2024
- Norco CollegeFeb 2022 to May 2022
- Follett Higher EducationOct 2021 to Aug 2022
- Nxtthing Rpo LLCAug 2021 to Oct 2021
- Stater Bros. MarketsJun 2021 to Aug 2021
- Zumiez Inc.Jun 2021 to Jun 2021
- UnemployedJul 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8141958
- Firm CRD
- 79