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Daniel Jozsef Patterson

J.P. Morgan Securities LLC

Show Low, AZ

Lake Side, AZ

CRD 7167843

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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
TX RA APPROVED 2023-08-15
AZ RA APPROVED 2022-08-12
  • TX RA
    APPROVED
    Since 2023-08-15
  • AZ RA
    APPROVED
    Since 2022-08-12

Branch Locations

400 N. White Mountain Rd., Show Low, AZ 85901 • United States

116 East White Mountain Blvd., Lake Side, AZ 85929 • 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
J.P. Morgan Securities Llc Show Low AZ 08/2019 11/2022
Jpmorgan Chase Bank, N.A Show Low AZ 08/2019 11/2022
Horne Auto Center Show Low AZ 12/2011 08/2019
Jp Morgan Securities Llc Pinetop AZ 11/2022 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-16
S63 Uniform Securities Agent State Law Examination 2019-11-07
  • S66 Uniform Combined State Law Examination
    2022-02-16
  • S63 Uniform Securities Agent State Law Examination
    2019-11-07

View on SEC IAPD

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EDWARD JONES · SHOW LOW, AZ
LPL FINANCIAL LLC · SHOW LOW, AZ
MEIXLER INVESTMENT MANAGEMENT, LTD. · SHOW LOW, AZ

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