J.P. Morgan Securities LLC
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About this Advisor
Daniel Florence is a financial advisor located in Portland, Oregon. Currently a registered advisor with J.P. Morgan Securities LLC, Florence has 10 years of professional experience in the financial advisory industry. Florence maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Florence can act as a financial advisor in Oregon and Texas. Over the course of their career, they have held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Chase Investment Services Corp and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is headquartered in Portland, Oregon, and operates out of 5,365 other offices across the United States. As a registered investment firm, J.P. Morgan Securities LLC manages $113 billion in assets throughout 505,984 client accounts and employs more than 5,713 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 396,797 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. J.P. Morgan Securities LLC offers 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
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 Florence Work History
Daniel has 10 years of experience.
J.P. Morgan Securities LLC
Chase Investment Services Corp
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Daniel Florence has no disclosures.
Please visit their SEC profile for more details.