Daniel L Wittekind

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

• 03/2022 → 09/2023
  First Republic Securities Company, Llc
  New York, NY
• 09/2021 → Present
  First Republic Investment Management, Inc.
  New York, NY
• 06/2021 → 08/2021
  Expert Institute
  New York, NY
• 09/2017 → 03/2020
  Marist College
  Poughkeepsie, NY
• 05/2020 → 08/2021
  Gardner-Webb University
  Boiling Springs, NC
• 09/2016 → 05/2020
  Marist College
  Poughkeepsie, NY
• 09/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2022-08-29 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-08-26

Other Names

• Daniel Liam Wittekind