Daniel Priwin

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

• 06/2018 → 02/2019
  Global Financial Services Lllc
  Houston, TX
• 08/2017 → 08/2018
  St Edwards University
  Austin, TX
• 08/2015 → 05/2017
  Ohlone College
  Fremont, CA
• 01/2020 → 03/2022
  Sanders Morris Harris Llc
  Houston, TX
• 02/2019 → 03/2022
  Tectonic Advisors
  Dallas, TX
• 08/2018 → 12/2019
  University Of Houston
  Houston, TX
• 10/2018 → 02/2019
  Employer Flexible
  Houston, TX
• 03/2022 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 03/2022 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 06/2017 → 07/2017
  Unemployed
  Fremont, CA

Previous Registrations

• 2020-01-14 → 2022-03-18
  Sanders Morris Llc
  Houston, TX
  Houston, TX
• 2020-01-14 → 2022-03-18
  Tectonic Advisors Llc
  Frisco, TX

Other Businesses

Entity Name: A.P. Ventures LLC Investment related: No Address: 411 Becanni Lane Nashville TN 37209 Nature of the other business: E-commerce Position/Title/Relationship: Owner/Partner Start Date: 06/24/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Part ownership in an ecommerce business. Digital storefront will sell products through Amazon. Will not require much of my time at all, possibly a few hours over the weekend.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-28

Other Names

• Daniel Enrique Priwin