Daniel Gerard Halchak

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

• 05/2021 → 07/2022
  Mml Investors Services, Llc
  Shelton, CT
• 05/2021 → 07/2022
  Mass Mutual Insurance Company
  Shelton, CT
• 06/2020 → 08/2020
  Aon
  Chicago, IL
• 05/2019 → 06/2019
  Powerbdc
  Stamford, CT
• 06/2019 → 08/2019
  Miller Nissan Fairfield
  Fairfield, CT
• 09/2017 → 12/2018
  Weedman Lawn Care
  Bridgeport, CT
• 12/2013 → 08/2017
  Unemployed
  Stratford, CT
• 07/2022 → 12/2023
  Mass Mutual Insurance Company
  Shelton, CT
• 07/2022 → 12/2023
  Mml Investors Services, Llc
  Shelton, CT
• 05/2021 → 12/2023
  Barnum Financial Group/Mml Investor Services
  Shelton, CT
• 08/2018 → 12/2021
  University Of Connecticut
  Stamford, CT
• 12/2023 → Present
  Jpmorgan Chase Bank, Na
  Greenwich, CT
• 12/2023 → Present
  Jpmorgan Securities Llc
  Greenwich, CT

Previous Registrations

• 2023-02-01 → 2023-12-15
  Mml Investors Services, Llc
  Shelton, CT

Exams

• S66 Uniform Combined State Law Examination
  2022-12-12

Other Names

• Daniel Halchak