Daniel Thalblum

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

• 06/2007 → Present
  Jpmorgan Chase Bank, N.A.
  Garden City , NY
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Garden City , NY
• 12/2013 → 01/2023
  Silverman Westport Realty Associates Llc
  White Plains, NY
• 01/2021 → 03/2023
  55 Quaker Ridge Road Llc
  White Plains, NY
• 01/2020 → Present
  200-202 Mamaroneck Avenue Associates, Llc
  White Plains, NY

Previous Registrations

• 2009-11-05 → 2012-10-01
  Chase Investment Services Corp.
  College Point, NY
  Floral Park, NY
  Oakland Gardens, NY
  Fresh Meadows, NY
  Floral Park, NY
  Long Island City, NY

Other Businesses

Entity Name: 200-202 Mamaroneck Avenue Associates, LLC Investment related: Yes "Address: 237 Mamaroneck Ave White Plains NY 10605" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am strictly an investor in this commercial real estate property as a limited partner with less than 5% ownership in the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-29
• S63 Uniform Securities Agent State Law Examination
  2007-07-09

Other Names

• Daniel Thalblum
• Daniel Scott Thalblum