Danielle M Demarco

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2007 → Present
  Jpmorgan Chase Bank, N.A.
  Lake Grove, NY
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Lake Grove, NY

Previous Registrations

• 2007-08-02 → 2012-10-01
  Chase Investment Services Corp.
  Stony Brook, NY
• 2007-01-15 → 2007-07-12
  Wamu Investments, Inc.
  East Northport, NY
  Islandia, NY
  Hauppauge, NY
  Lake Grove, NY
  Smithtown, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-13
• S63 Uniform Securities Agent State Law Examination
  2002-09-30

Other Names

• Danielle Marie Demarco