Daniel
Florence

J.P. Morgan Securities LLC

CRD#5504772
Investment Advisor
in Portland, OR
Are you Daniel Florence? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66, Chartered Financial Consultant

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

501 Sw Washington St
Portland, OR 97204

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

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

7,383

OR Average: 88
Total Number of Accounts

602,419

OR Average: 3,892
Average Account Size

$216,255

OR 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 Florence Work History

Daniel has 10 years of experience.

2012 - Present (7 years)

J.P. Morgan Securities LLC

2010 - 2012 (2 years)

Chase Investment Services Corp

2008 - 2010 (2 years)

Waddell & Reed, Inc

2008 - 2010 (2 years)

Various Insurance Carriers For W & R Insurance Agencies

Disclosures

Daniel Florence has no 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