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Donald Daniels

J.P. Morgan Securities LLC

Walnut Creek, CA

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-11-22
CA RA APPROVED 2013-05-02
  • TX RA
    APPROVED_RES
    Since 2017-11-22
  • CA RA
    APPROVED
    Since 2013-05-02

Branch Locations

1390 S. Main Street, Floor 1, Walnut Creek, CA 94596 • 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
Jpmorgan Chase Bank, N.A. Walnut Creek CA 09/2011 Present
J.P. Morgan Securities Llc Walnut Creek CA 10/2012 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-30
S63 Uniform Securities Agent State Law Examination 2012-05-25
  • S66 Uniform Combined State Law Examination
    2013-04-30
  • S63 Uniform Securities Agent State Law Examination
    2012-05-25
Other Names
  • Donald D Daniels
  • Donald Dwight Daniels

View on SEC IAPD

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Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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