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Daniel Montalvo

J.P. Morgan Securities LLC

Hackensack, NJ

Teaneck, NJ

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-06-23
TX RA APPROVED_RES 2026-06-23
  • NJ RA
    APPROVED
    Since 2026-06-23
  • TX RA
    APPROVED_RES
    Since 2026-06-23

Branch Locations

500 S River St, Hackensack, NJ 07601 • United States

170 The Plaza, Teaneck, NJ 07666 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hackensack NJ 02/2016 05/2026
Bank Of America, N.A. Hackensack NJ 02/2016 05/2026
J.P. Morgan Securities Llc Teaneck NJ 05/2026 Present
Jpmorgan Chase Bank, N.A. Teaneck NJ 05/2026 Present
Previous Registrations
  • 2017-10-31 → 2026-06-01
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Paramus, NJ
    Hackensack, NJ
    Englewood, NJ
    Hackensack, NJ
    Englewood, NJ
    Hackensack, NJ
    Bergenfield, NJ
    Hasbrouck Heights, NJ
    Bergenfield, NJ
    West New York, NJ
    West New York, NJ
    Fairview, NJ
    West New York, NJ
    Teterboro, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-19
S63 Uniform Securities Agent State Law Examination 2010-09-03
  • S66 Uniform Combined State Law Examination
    2017-09-19
  • S63 Uniform Securities Agent State Law Examination
    2010-09-03
Other Names
  • Danny Montalvo

View on SEC IAPD

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