Robert Danion

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

• 09/2011 → 02/2020
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  West Palm Beach, FL
• 10/2011 → 02/2020
  Bank Of America, N.A.
  West Palm Beach, FL
• 02/2020 → Present
  Jpmorgan Chase Bank, Na
  Palm Beach Gardens, FL
• 02/2020 → Present
  Jpmorgan Securities, Llc.
  Palm Beach Gardens, FL

Previous Registrations

• 2011-09-26 → 2020-02-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Palm Beach, FL
• 2010-10-08 → 2011-09-26
  Morgan Stanley
  West Palm Beach, FL

Other Businesses

Entity Name:The King's Academy Investment related: No Address:8401 Belvedere Road West Palm Beach FL 33411 web: www.tka.net Nature of the other business: Nonprofit Position/ Title/ Relationship:Board Member Start Date:Jun 26, 2023 Approximate # of hours a month:0-10 Approximate # of hours during securities trading hours:0 Briefly describe your duties:The King's Academy is a private educational institution located in West Palm Beach, FL. I would be serving as a member of the school's Investment Committee. The IC's focus will be on The King's Academy's endowment fund investments. Entity Name: Brown Family Trust Investment related: No Address: n/a Wellington, Florida, 33414 Nature of the other business: Trust Position/Title/Relationship: Employee/Contractor Start Date: 2/1/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have been named as successor trustee of the Brown Family Trust. Grantor of the trust, is a colleague and close personal friend. Our personal relationship pre-existed our business relationship. The beneficiary of the trust, is my Godson. Entity Name: McIlravy Family Investment related: No Address: JPM clients are my aunt and uncle. I am being named as their Personal Representative and as a beneficiary on their J.P. Morgan accounts. Nature of the other business: Private Position/Title/ Relationship: Board Member Start Date: 02/20/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: n/a Effective 2/14/2020 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-03

Other Names

• Robert Allan Danion