Daniel Shindelbower

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

• 11/2020 → 03/2022
  Modern Woodmen Of America
  Rock Island, IL
• 08/2020 → 03/2022
  East End Tap And Table
  Lexington, KY
• 05/2019 → 07/2020
  Evans Firearm And Archery
  Lexington, KY
• 03/2019 → 07/2020
  Hopcat
  Lexington, KY
• 08/2015 → 12/2020
  University Of Kentucky
  Lexington, KY
• 01/2017 → 05/2018
  Belles Cocktail
  Lexington, KY
• 06/2016 → 05/2017
  Palmers
  Lexington, KY
• 06/2017 → 01/2018
  Texas Da Brazil
  Lexington, KY
• 10/2021 → 03/2022
  Mwa Financial Services Inc
  Rock Island, IL
• 05/2022 → 11/2023
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 11/2023 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 11/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 10/2018 → 02/2019
  L&L Craft Llc
  Lexington, KY
• 04/2022 → 04/2022
  Unemployed
  Chicago, IL
• 05/2018 → 08/2018
  Lowes
  Lexington, KY
• 01/2017 → 03/2017
  Cheesecake Factory
  Lexington, KY

Previous Registrations

• 2022-12-02 → 2023-12-07
  Wells Fargo Clearing Services, Llc
  Chicago, IL
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-28
• S63 Uniform Securities Agent State Law Examination
  2021-05-13

Other Names

• Daniel Gregory Shindelbower