Dana Angelo Torres

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

• 01/2019 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 07/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 08/2014 → 05/2018
  University Of Illinois At Urbana-Champaign
  Urbana-Champaign, IL
• 06/2017 → 08/2017
  Sports League Officials Association Llc
  Chicago, IL
• 05/2016 → 01/2017
  Wintrust Financial Corporation
  Rosemont, IL
• 02/2015 → 05/2018
  Office Of Minority Student Affairs Academic Center
  Urbana, IL
• 06/2018 → 07/2018
  Unemployed
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-03-14
• S63 Uniform Securities Agent State Law Examination
  2019-04-15

Other Names

• Dana A Torres