J.P. Morgan Securities LLC

Investment Advisor
in New York, NY
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About this Advisor

Daniel Bernier is an advisor located in New York, New York. Currently a registered investment advisor at J.P. Morgan Securities LLC, Bernier has 11 years of practice in the financial advisory industry. Bernier maintains Series 63 and Series 66 licenses, certifying them as a securities broker. Bernier is registered to advise investors in Ohio. Bernier has gained experience at J.P. Morgan Securities LLC, Fidelity Investments and Chase Investment Services Corp. J.P. Morgan Securities LLC is headquartered in New York, New York, and has 5,365 additional offices in the United States. As a company, J.P. Morgan Securities LLC oversees $113 billion in assets throughout 505,984 client accounts and retains more than 5,713 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees



Office Location

270 Park Ave ,Floor 32
New York, NY 10017

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Daniel Bernier Work History

Daniel has 11 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2010 - 2012 (2 years)

Chase Investment Services Corp

2007 - 2010 (3 years)

Fidelity Investments


Daniel Bernier has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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