DF
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
49 advisors
Number of Clients
111,647 clients
Average Client Portfolio
$26.7M average
Assets Under Management
$2985.3B
Fee Structure
Financial Planning:Investment management only
This firm manages investments for institutions, pooled investment vehicles, and wrap fee programs. No fee information is provided for individual clients.
Areas of Practice
Investment Management
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Advisor Information
Office location
277 Park Avenue, New York, NY, 10172
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is the sole proprietor of Bushwood Properties, LLC, a real estate investment business focused on renting residential properties. He spends a few hours per week on this activity, mostly on weekends and outside of work hours.
Employment History
Current Registrations
J.P. Morgan Institutional Investments INC.Broker
April 2021 - Present · 4 yrs 9 mos
J.P. Morgan Investment Management INC.
January 2021 - Present · 5 yrs
Previous Registrations
J.P. Morgan Securities LLC Broker
April 2012 - July 2019 · 7 yrs 3 mos
Marketaxess CorporationBroker
April 2010 - September 2011 · 1 yr 5 mos
Northeast Securities, INC.Broker
September 2009 - March 2010 · 6 mos
TD Wealth Management Services INC.Broker
October 2008 - July 2009 · 9 mos
Popular Securities, INC. Broker
July 2006 - January 2008 · 1 yr 6 mos
Commerce Capital Markets, INC.Broker
December 2002 - June 2006 · 3 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.