Dany Shudler

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

• 10/2022 → 08/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plainfield, IL
• 05/2019 → 08/2023
  Bank Of America N.A.
  Plainfield, IL
• 07/2018 → 10/2018
  Fifth Third Bank N.A.
  Chicago, IL
• 04/2015 → 06/2018
  U.S. Bank N.A.
  Chicago, IL
• 11/2018 → 04/2019
  Unemployed
  Chicago, IL
• 03/2024 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 03/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 09/2023 → 02/2024
  Unemployed
  Chicago, IL

Previous Registrations

• 2023-04-08 → 2023-09-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Plainfield, IL
  Plainfield, IL
  New York, NY
  Plainfield, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-04-06