Best Investors Account Sign in

Daniel J. Kirk

J.P. Morgan Securities LLC

Orlando, FL

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-07-10
TX RA APPROVED_RES 2023-07-06
  • FL RA
    APPROVED
    Since 2023-07-10
  • TX RA
    APPROVED_RES
    Since 2023-07-06

Branch Locations

450 S Orange Ave Floor 10, Orlando, FL 32801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Orlando FL 09/2014 09/2018
Wells Fargo Bank Na Orlando FL 08/2014 09/2018
Merrill Lynch, Pierce, Fenner & Smith Inc Winter Park FL 10/2018 06/2023
Bank Of America Na Winter Park FL 09/2021 06/2023
Jpmorgan Chase Bank, Na. Orlando FL 06/2023 Present
J.P. Morgan Securities Llc Orlando FL 06/2023 Present
  • 09/2014 → 09/2018
    Wells Fargo Clearing Services, Llc
    Orlando, FL
  • 08/2014 → 09/2018
    Wells Fargo Bank Na
    Orlando, FL
  • 10/2018 → 06/2023
    Merrill Lynch, Pierce, Fenner & Smith Inc
    Winter Park, FL
  • 09/2021 → 06/2023
    Bank Of America Na
    Winter Park, FL
  • 06/2023 → Present
    Jpmorgan Chase Bank, Na.
    Orlando, FL
  • 06/2023 → Present
    J.P. Morgan Securities Llc
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-11
S63 Uniform Securities Agent State Law Examination 2006-04-27
  • S66 Uniform Combined State Law Examination
    2010-11-11
  • S63 Uniform Securities Agent State Law Examination
    2006-04-27
Other Names
  • Daniel Jason Kirk
  • Daniel Kirk

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor