Daniel Chang

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

• 07/2015 → 04/2023
  First Republic Securities Company, Llc
  Los Angeles, CA
• 07/2015 → 04/2023
  First Republic Investment Management, Inc.
  Los Angeles, CA
• 04/2023 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 04/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA

Previous Registrations

• 2015-07-31 → 2023-05-19
  J.P. Morgan Private Wealth Advisors Llc
  Los Angeles, CA
• 2012-08-25 → 2015-08-24
  Credit Suisse Securities (Usa) Llc
  Los Angeles, CA

Other Businesses

Effective 4/26/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products. Name: Trust Account Investment-Related: Yes Position/ Title: Trustee Duties: Mr. Chang acts in the capacity of trustee for a relative's account.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-22

Designations

• Certified Financial Planner
• Chartered Financial Analyst