Daniel Leder

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 01/2024
  Jp Morgan Securities, Llc
  San Mateo, CA
• 08/2018 → 01/2024
  Jp Morgan Chase Bank, N.A.
  San Mateo, CA
• 11/2013 → 01/2024
  Cowlick, Inc.
  San Mateo, CA
• 01/2024 → Present
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA

Previous Registrations

• 2018-10-15 → 2024-01-27
  J.P. Morgan Securities Llc
  San Mateo, CA
  Belmont, CA
  San Carlos, CA
  Belmont, CA
  San Carlos, CA
  Belmont, CA
  Redwood City, CA
• 2003-02-10 → 2003-07-10
  Pruco Securities, Llc.
  San Francisco, CA
• 2002-05-24 → 2003-01-30
  Pgim Investments Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-10-08
• S65 Uniform Investment Adviser Law Examination
  1999-12-16
• S63 Uniform Securities Agent State Law Examination
  1996-07-22

Other Names

• Daniel Leder
• Daniel George Leder