Daniel Sebastian Pozo

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

• 11/2019 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 11/2019 → Present
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 09/2019 → 10/2019
  Momentum Funding
  Boca Raton, FL
• 10/2015 → 12/2016
  Helzberg Diamonds
  Wellington, FL
• 05/2013 → 12/2018
  Florida Atlantic Univeristy
  Boca Raton, FL
• 01/2019 → 09/2019
  Unemployed
  Lake Worth, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-09-14

Other Names

• Daniel Pozo