Daniel
Tai

J.P. Morgan Securities LLC

CRD#1761468
Investment Advisor
in New York, NY
Are you Daniel Tai? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Tai is an investment advisor who is based out of New York, New York. Currently an investment advisor at J.P. Morgan Securities LLC, they have gathered 14 years of professional experience as a financial advisor. Tai has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Tai is able to act as an advisor in New Jersey and Texas. Over the course of their career, Tai has held roles at Chase Investment Services Corp, J.P. Morgan Securities LLC and Self. J.P. Morgan Securities LLC is located in New York, New York, and has 5,365 offices throughout the country. In aggregate, J.P. Morgan Securities LLC oversees $113 billion in assets dispersed across 505,984 accounts and retains more than 5,713 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. J.P. Morgan Securities LLC can provide portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

14 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

Yes

Office Location

180 Canal Street
New York, NY 10013

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Daniel Tai Work History

Daniel has 14 years of experience.

2015 - 2017 (2 years)

Self

2012 - Present (7 years)

J.P. Morgan Securities LLC

2004 - 2012 (8 years)

Chase Investment Services Corp

Disclosures

Daniel Tai has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started