Daniel J. Malley

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

• 02/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 01/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 07/2023 → 12/2025
  Citibank
  New York, NY
• 06/2023 → 06/2023
  Unemployed
  New York, NY
• 08/2019 → 05/2023
  Boston College
  Chestnut Hill, MA
• 06/2022 → 08/2022
  Angelo, Gordon & Co
  New York, NY
• 06/2021 → 08/2021
  Bank Of Montreal
  New York, NY
• 06/2020 → 08/2020
  Bank Of Montreal
  New York, NY
• 08/2018 → 08/2019
  Blind Brook High School
  Rye Brook, NY
• 05/2018 → 08/2018
  Bronxville Field Club
  Bronxville, NY
• 02/2016 → 05/2018
  Blind Brook High School
  Rye Brook, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-05-15
• S63 Uniform Securities Agent State Law Examination
  2023-09-01

Other Names

• Daniel James Malley
• Daniel J Malley
• Daniel Malley