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Daniel Abboudi

J.P. Morgan Securities LLC

New York, NY

CRD 7278222

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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
NY RA APPROVED 2025-09-08
TX RA APPROVED 2025-09-08
  • NY RA
    APPROVED
    Since 2025-09-08
  • TX RA
    APPROVED
    Since 2025-09-08

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • 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
Goldman Sachs & Co Llc New York NY 07/2021 08/2025
New York University New York NY 09/2019 05/2021
Uja-Federation Of New York New York NY 08/2016 08/2019
Reconstructive Orthopaedic Associates Philadelphia PA 07/2019 09/2019
Unemployed New Milford NJ 06/2021 06/2021
J.P. Morgan Securities Llc New York NY 08/2025 Present
Jpmorgan Chase Bank, N.A. New York NY 08/2025 Present
  • 07/2021 → 08/2025
    Goldman Sachs & Co Llc
    New York, NY
  • 09/2019 → 05/2021
    New York University
    New York, NY
  • 08/2016 → 08/2019
    Uja-Federation Of New York
    New York, NY
  • 07/2019 → 09/2019
    Reconstructive Orthopaedic Associates
    Philadelphia, PA
  • 06/2021 → 06/2021
    Unemployed
    New Milford, NJ
  • 08/2025 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 08/2025 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-13
S63 Uniform Securities Agent State Law Examination 2021-11-08
  • S65 Uniform Investment Adviser Law Examination
    2025-08-13
  • S63 Uniform Securities Agent State Law Examination
    2021-11-08
Other Names
  • Danny Abboudi
  • Daniel Shalom Abboudi

View on SEC IAPD

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