Daniela Alvarez Velez

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

• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 07/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2024 → 08/2024
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2022 → 08/2023
  Fairplay
  Mexico City
• 02/2021 → 06/2022
  Nazca
  Mexico City
• 06/2017 → 01/2021
  Nazca
  Mexico City
• 08/2012 → 05/2017
  Universidad Iberoamericana Ciudad De Mexico
  Mexico City
• 03/2025 → 04/2025
  Endeavor Global Inc
  New York, NY
• 05/2025 → 06/2025
  New York University
  New York, NY
• 09/2023 → 05/2024
  New York University
  New York, NY
• 09/2024 → 02/2025
  New York University
  New York, NY

Other Businesses

Entity Name: Destinus Investment related: No Address: Aéropôle 132, 1530 Payerne, Switzerland Nature of the other business: Flight Systems Position/Title/Relationship: Owner/Partner Start Date: 04/22/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Destinus is an expanding European company specializing in autonomous flight systems for diverse applications, both civilian and defense.

Exams

• S66 Uniform Combined State Law Examination
  2025-10-02

Other Names

• Daniela Alvarez
• Daniela Alvarez Velez
• Daniela Alvarez Velez