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Daniel Justin Eng

J.P. Morgan Securities LLC

San Antonio, TX

Plano, TX

Columbus, OH

CRD 5558589

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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 2024-04-10
  • TX RA
    APPROVED
    Since 2024-04-10

Branch Locations

20855 Stone Oak Pkwy, San Antonio, TX 78258 • United States

8181 Communications Pkwy Bldg A, Floor 04, Plano, TX 75024 • United States

1111 Polaris Parkway, Floor 4J, Columbus, OH 43240 • 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
Betterment, Llc. New York NY 07/2016 08/2017
Unemployed San Antonio TX 08/2017 11/2017
J.P. Morgan Securities Llc San Antonio TX 11/2017 Present
  • 07/2016 → 08/2017
    Betterment, Llc.
    New York, NY
  • 08/2017 → 11/2017
    Unemployed
    San Antonio, TX
  • 11/2017 → Present
    J.P. Morgan Securities Llc
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-16
  • S66 Uniform Combined State Law Examination
    2015-07-16
Other Names
  • Justin Eng

View on SEC IAPD

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