Daniel
Hauschild

J.P. Morgan Securities LLC

CRD#2973391
Investment Advisor
in New York, NY
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About this Advisor

Daniel Hauschild is a certified financial planner operating in New York, New York, with a total of 10 years in the industry. Hauschild currently works for J.P. Morgan Securities LLC. Throughout their career, they have worked at Ubs Financial Services Inc, Oppenheimer & Co. Inc, Jpmorgan Securities LLC and Jpmorgan Chase Bank Na. Hauschild holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Texas. J.P. Morgan Securities LLC is a financial advisory company operating in New York, New York. The company has offices in 5,365 locations and a total of 5,713 financial advisors. It administers $113 billion in assets under management among its 505,984 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 190 charitable organizations. Of its 505,984 customer accounts, 16% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. J.P. Morgan Securities LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on the financial services provided. Fees charged by J.P. Morgan Securities LLC most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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, Others

Disclosures

No

Office Location

270 Park Avenue Floor 5
New York, NY 10017

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

NY Average: 88
Total Number of Accounts

602,419

NY Average: 3,892
Average Account Size

$216,255

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 Hauschild Work History

Daniel has 10 years of experience.

2016 - Present (3 years)

Jpmorgan Securities LLC

2016 - Present (3 years)

Jpmorgan Chase Bank Na

2009 - Present (10 years)

Oppenheimer & Co. Inc

2008 - 2009 (1 years)

Ubs Financial Services Inc

Disclosures

Daniel Hauschild has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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