Best Investors Account Sign in

Daniel A Perry

J.P. Morgan Securities LLC

New York, NY

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-12-02
NY RA APPROVED 2024-12-02
  • NJ RA
    APPROVED
    Since 2024-12-02
  • NY RA
    APPROVED
    Since 2024-12-02

Branch Locations

Rock Center, 1230 Avenue Of Americas, New York, NY 10020 • 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
Jp Morgan Securities Llc Jupiter FL 10/2012 04/2019
Jpmorgan Chase Bank, N.A. Jupiter FL 09/2011 04/2019
J.P. Morgan Securities Llc Jupiter FL 06/2024 Present
Jpmorgan Chase Bank, N.A. Jupiter FL 07/2023 Present
First Republic Bank Palm Beach Gardens FL 04/2019 07/2023
  • 10/2012 → 04/2019
    Jp Morgan Securities Llc
    Jupiter, FL
  • 09/2011 → 04/2019
    Jpmorgan Chase Bank, N.A.
    Jupiter, FL
  • 06/2024 → Present
    J.P. Morgan Securities Llc
    Jupiter, FL
  • 07/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Jupiter, FL
  • 04/2019 → 07/2023
    First Republic Bank
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-26
  • S66 Uniform Combined State Law Examination
    2024-11-26
Other Names
  • Daniel Perry
  • Daniel A Perry
  • Danny Perry
  • Dan A Perry
  • Daniel Anthony Perry

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor