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Daniel A. Weaver

J.P. Morgan Securities LLC

Jupiter, FL

CRD 6529744

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-08-21
FL RA APPROVED 2019-08-12
TX RA APPROVED 2019-08-02
  • WA RA
    APPROVED
    Since 2025-08-21
  • FL RA
    APPROVED
    Since 2019-08-12
  • TX RA
    APPROVED
    Since 2019-08-02

Branch Locations

2425 W Indiantown Rd, Jupiter, FL 33458 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 06/2015 07/2019
J.P. Morgan Securities Llc Jupiter FL 07/2019 Present
Jpmorgan Chase Bank, N.A. Jupiter FL 07/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-02
  • S66 Uniform Combined State Law Examination
    2015-10-02
Other Names
  • Dan Weaver
  • Dan A Weaver
  • Daniel A Weaver
  • Daniel Adam Weaver

View on SEC IAPD

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