Danielle Rae Osterback

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

• 06/2017 → 07/2017
  Ameritech Financial
  El Dorado Hills, CA
• 05/2016 → 12/2016
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2023 → 05/2024
  Northwestern Mutual Life Insurance Company
  San Diego, CA
• 09/2022 → 09/2023
  Wgg Wealth Management
  Roseville, CA
• 08/2017 → 07/2022
  Northwestern Mutual Life Insurance Company/Dimitrios Kiniris
  Sacramento, CA
• 12/2023 → 05/2024
  A Meinert Inc
  San Diego, CA
• 07/2024 → Present
  Jpmorgan Chase Bank, N.A.
  South Lake Tahoe, CA
• 07/2024 → Present
  J.P. Morgan Securities Llc
  South Lake Tahoe, CA
• 06/2022 → Present
  South Lake Boat Rentals, Llc
  South Lake Tahoe, CA
• 01/2017 → 05/2017
  Unemployed
  Sacramento, CA
• 09/2022 → 09/2023
  Ameriprise Financial Services, Llc
  Roseville, CA

Previous Registrations

• 2023-04-03 → 2023-09-14
  Ameriprise Financial Services, Llc
  Roseville, CA

Other Businesses

Entity Name: South Lake Boat Rentals LLC Investment related: No Address: Private Residence www.southlakeboatrentals.com Nature of the other business: Boat Rentals Position/Title/Relationship: Owner/Partner Start Date: 06/22/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: My duties relating to this business include but are not limited to: negotiating prices and booking customers, managing website/ media, loading customers into the boat, going through safety and operational functions and procedures of our boat(s), social media engagement, applying for/ renewing/ paying for all business licenses/ fees/ DMV paperwork, taking customer calls, detailing and maintaining our fleet operational functions and procedures of our boat(s)/ etc - not investment related

Exams

• S66 Uniform Combined State Law Examination
  2023-03-31

Other Names

• Danielle Rae Arnett