Jose Daniel Garcia
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Jose Daniel Garcia? 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 LLCAug 2026 to now
- JPMorgan Chase Bank, N.A.Aug 2026 to now
- American United Life InsuranceFeb 2025 to Jul 2026
- UnemployedDec 2024 to Jan 2025
- Heartland Payment SolutionsApr 2024 to Nov 2024
- Soren TransportJun 2022 to Apr 2024
- Tom Peacock CadillacAug 2021 to Jun 2022
- Wisch Motors IncFeb 2020 to Jul 2021
- Baytown FordApr 2019 to Jan 2020
- UnemployedAug 2016 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8269581
- Firm CRD
- 79