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Daiana Szef

J.P. Morgan Securities LLC

Milwaukee, WI

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-08
WI RA APPROVED 2024-04-08
  • TX RA
    APPROVED
    Since 2024-04-08
  • WI RA
    APPROVED
    Since 2024-04-08

Branch Locations

111 E Wisconsin Ave Floor 22, Milwaukee, WI 53202 • 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
Jpmorgan Chase Bank Na Milwaukee WI 01/2019 Present
Jpmorgan Securities Llc Milwaukee WI 01/2019 Present
Johnson Controls Milwaukee WI 08/2018 12/2018
Jpmorgan Chase Milwaukee WI 05/2018 08/2018
Johnson Controls Milwaukee WI 01/2018 05/2018
Jpmorgan Chase And Co Milwaukee WI 06/2015 12/2017
Marquette University Milwaukee WI 08/2016 12/2018
  • 01/2019 → Present
    Jpmorgan Chase Bank Na
    Milwaukee, WI
  • 01/2019 → Present
    Jpmorgan Securities Llc
    Milwaukee, WI
  • 08/2018 → 12/2018
    Johnson Controls
    Milwaukee, WI
  • 05/2018 → 08/2018
    Jpmorgan Chase
    Milwaukee, WI
  • 01/2018 → 05/2018
    Johnson Controls
    Milwaukee, WI
  • 06/2015 → 12/2017
    Jpmorgan Chase And Co
    Milwaukee, WI
  • 08/2016 → 12/2018
    Marquette University
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-01
S63 Uniform Securities Agent State Law Examination 2019-03-25
  • S65 Uniform Investment Adviser Law Examination
    2024-03-01
  • S63 Uniform Securities Agent State Law Examination
    2019-03-25
Other Names
  • Daiana Celac

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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