J.P. Morgan Securities LLC
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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
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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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 Tai Work History
Daniel has 14 years of experience.
J.P. Morgan Securities LLC
Chase Investment Services Corp
Daniel Tai has disclosures.
Please visit their SEC profile for more details.