Daniel Marc Solomon

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

• 08/2013 → Present
  Jpmorgan Securities Llc
  New York, NY
• 08/2013 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 02/2016 → Present
  Kaleidoscope Labs
  New York, NY

Other Businesses

Entity Name: Kaleidoscope Labs Investment related: No Address: New York, NY 10128 Nature of the other business: Consulting (political forecasting). Position/Title/Relationship: Partial Owner Start Date: 10-Feb-2016 Approximate # of hours a month: <1 month Approximate # of hours during securities trading hours: <1 hour/week expected Briefly describe your duties: No day-to-day responsibilities. Might introduce Kaleidoscope to potential customers for its services, which are not securities-related. Entity Name: Radan LLC Investment related: Yes Address: 1050 Mamaroneck, NY Nature of the other business: Real-estate consulting and property-management services Position/Title/Relationship: Director/Officer/ Investor Start Date: 03-Oct-2013 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: None Entity Name: Navy League of the United States - New York Council Investment related: Yes Address: c/o USCG Battery Park Building, 1 South Street, New York NY 10004 Nature of the other business: NLUS-NYC is a 501c3 charity. It has three missions: (1) To enhance the morale of active duty personnel and their families, (2) To inform Congress and the American public on the importance of strong Sea Services, and (3) To support youth, through programs that expose young people to the values of our Sea Services. The organization's mission is not investment-related. Position/Title/Relationship: Director Start Date: 09-Oct-2013 Approximate # of hours a month: <1 hour week expected Approximate # of hours during securities trading hours: Immaterial (&lt;1 hour week) Briefly describe your duties: Board Member, and Member of the Investment Committee Entity Name: U.S. Naval Service Personnel Educational Assistance Fund, Inc. Investment related: Yes Address: 6, Miller Place,NY Nature of the other business: The organization provides financial support to crew members of the U.S. Navy warships USS New York and the USS Michael Murphy. Position/Title/Relationship: Director/Board Member Start Date: 29-Mar-2016 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board Member

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-26
• S63 Uniform Securities Agent State Law Examination
  2013-10-24

Designations

• Chartered Financial Analyst