Daniel J. Freeman

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

• 09/2014 → Present
  Baruch College
  New York, NY
• 12/2014 → 02/2022
  Jp Morgan Chase Bank
  East Meadow, NY
• 12/2014 → 02/2022
  Jp Morgan Securites Llc
  East Meadow, NY
• 04/2019 → Present
  Jjr Retail, Llc.
  Howard Beach, NY
• 02/2022 → Present
  Jp Morgan Chase Bank
  East Meadow, NY
• 02/2022 → Present
  Jp Morgan Securites Llc
  East Meadow, NY

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 3/1/2016 ADDRESS: 115 Jupiter, FL DETAILS: 115 JUPITER, FL. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: JJR RETAIL, LLC. POSITION: OWNER START DATE: 4/1/2019 ADDRESS: 15643 Howard Beach, NY DETAILS: ONLINE RESALE OF GOODS VIA AMAZON, EBAY ETC. I WILL BE SELLING HOUSEHOLD/EVERYDAY USE ITEMS. TOYS, SNACKS, PHONE ACCESSORIES, CANDLES. USUALLY ITEMS WILL BE PURCHASED VIA COSTCO, WALMART OR AN ONLINE CLEARANCE WEBSITE. THE MAJORITY OF ITEMS BEING SOLD WOULD HAVE A SALE VALUE OF LESS THAN $100 USUALLY WITH MOST BEING UNDER $50. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 30 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2021-09-10
• S63 Uniform Securities Agent State Law Examination
  2013-04-29

Other Names

• Danny Freeman
• Daniel J Freeman
• Daniel Freeman
• Daniel James Freeman