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Danielle Sobkin

J.P. Morgan Securities LLC

New York, NY

CRD 8323665

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-26
TX RA APPROVED 2026-08-26
  • NY RA
    APPROVED
    Since 2026-08-26
  • TX RA
    APPROVED
    Since 2026-08-26

Branch Locations

270 Park Avenue 22Nd Floor, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc New York NY 07/2026 Present
Jpmorgan Chase Bank, N.A. New York NY 07/2024 Present
Unemployed New York NY 06/2024 06/2024
Uc Berkeley Campus Berkeley CA 05/2022 05/2024
University Of California Berkeley CA 05/2021 05/2024
Jpmorgan Chase Bank, N.A. New York NY 06/2023 08/2023
Unemployed Pittsburgh PA 07/2016 04/2021
  • 07/2026 → Present
    J.P. Morgan Securities Llc
    New York, NY
  • 07/2024 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 06/2024 → 06/2024
    Unemployed
    New York, NY
  • 05/2022 → 05/2024
    Uc Berkeley Campus
    Berkeley, CA
  • 05/2021 → 05/2024
    University Of California
    Berkeley, CA
  • 06/2023 → 08/2023
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 07/2016 → 04/2021
    Unemployed
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-08
  • S66 Uniform Combined State Law Examination
    2026-07-08
Other Names
  • Danielle Sarah Sobkin

View on SEC IAPD

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