Daniel Crisona

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

• 10/2018 → 07/2021
  Jpmorgan Chase Bank, N.A.
  Newark, DE
• 10/2018 → 07/2021
  Jpmorgan Securities, Llc.
  Newark, DE
• 09/2013 → 10/2018
  Woodside Farm Creamery
  Hockessin, DE
• 06/2017 → 02/2018
  Yale Electric Supply Company
  Newark, DE
• 08/2014 → 05/2018
  University Of Delaware
  Newark, DE
• 07/2021 → 09/2024
  Lpl Financial Llc
  Wilmington, DE
• 10/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Newark, DE
• 10/2024 → Present
  J.P. Morgan Securities Llc
  Newark, DE
• 07/2021 → 09/2024
  Covenant Wealth Strategies
  Wilmington, DE

Previous Registrations

• 2023-01-23 → 2024-10-14
  Lpl Financial Llc
  Wilmington, DE

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-19
• S63 Uniform Securities Agent State Law Examination
  2019-02-04

Other Names

• Daniel Crisona
• Daniel Brian Crisona
• Daniel B Crisona