Daniel Tumba

Current Employers

Employment History

• 10/2008 → 01/2020
  J.P.MOrgan Securities Inc.
  Palm Beach Gardens, FL
• 10/2010 → 01/2020
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 01/2020 → 10/2023
  First Republic Securities Company, Llc
  Jupiter, FL
• 01/2020 → Present
  First Republic Investment Management, Inc
  Jupiter, FL
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Jupiter, FL
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Jupiter, FL
• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach Gardens, FL
• 07/2024 → Present
  Bank Of America, N.A.
  Palm Beach Gardens, FL

Previous Registrations

• 2020-01-17 → 2024-04-22
  J.P. Morgan Private Wealth Advisors Llc
  Jupiter, FL
• 2024-04-03 → 2024-04-20
  J.P. Morgan Securities Llc
  San Francisco, CA
  Jupiter, FL
• 2009-01-09 → 2020-01-17
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
  Boston, MA

Other Businesses

Entity Name: N/AInvestment related: YesAddress: 11600 Marathon, FL Nature of the other business: Vacation rentalPosition/Title/Relationship: OwnerStart Date: 01-Aug-2019Approximate # of hours a month: 0Approximate # of hours during securities trading hours: 0Briefly describe your duties: Owner, a third-party management company will be hired to rent/manage the property during the rental seasonEntity Name: Tumba Consulting LLCInvestment related: YesAddress: 1124, North Palm Beach, FL Nature of the other business: LLC that was established so my parents could receive royalty payments from my father's legacy sports contracts in Sweden. Companies in Sweden may not invoice directly to an individual.Position/Title/Relationship: SignerStart Date: 17-Apr-2013Approximate # of hours a month: 0Approximate # of hours during securities trading hours: 0Briefly describe your duties: SignerName: JDRF Greater Palm Beach County ChapterInvestment-related: No Nature of the business: T1D Charitable organization Role: Member of the Board of DirectorsStart Date: 04/01/2014Description of duties: Role is local market volunteer effortsNumber of hours each month: 2Number of hours during trading: 0Name: Tidall Properties LLC Investment-related: NoNature of the business: Holding Company for vacation home Role: MemberStart Date: 07/01/2021 Number of hours each month: 0Number of hours during trading: 0Name: Tidall Holdings Inc.Investment-related: NoNature of the business: Holding Company for private and marketable investments, including real estate. Role: PresidentStart Date: 10/15/2021Description of duties: This is not an operating company and is established for estate and tax planning purposes.Number of hours each month: 0Number of hours during trading: 0

Exams

• S66 Uniform Combined State Law Examination
  2009-01-08

Designations