Daniel Trigo

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

• 07/2026 → Present
  J.P. Morgan Securities Llc
  San Antonio, TX
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 10/2024 → 07/2026
  Charles Schwab
  Austin, TX
• 01/2024 → 06/2026
  Uber Eats
  Austin, TX
• 03/2024 → 08/2024
  Jp Morgan Chase
  Houston, TX
• 12/2022 → 03/2024
  Nike
  Katy, TX
• 11/2022 → 12/2022
  Perry's Steakhouse
  Houston, TX
• 10/2022 → 11/2022
  Another Broken Egg Cafe
  Sugar Land, TX
• 02/2022 → 09/2022
  Saltgrass Steakhouse
  Sugar Land, TX
• 11/2021 → 01/2022
  Ouisie's Table
  Houston, TX
• 05/2021 → 12/2021
  Olive Garden
  Houston, TX
• 04/2021 → 04/2021
  Unemployed
  Houston, TX
• 01/2021 → 03/2021
  Amazon
  Katy, TX
• 09/2020 → 12/2020
  Unemployed
  Houston, TX
• 03/2020 → 08/2020
  Dynamic Fitness
  Sugar Land, TX
• 10/2019 → 02/2020
  Unemployed
  Houston, TX
• 07/2019 → 09/2019
  Smashburger
  Sugar Land, TX
• 06/2019 → 07/2019
  Old Navy
  Sugar Land, TX
• 09/2018 → 05/2019
  Unemployed
  Houston, TX
• 06/2018 → 08/2018
  Mister Carwash
  Sugar Land, TX
• 07/2016 → 05/2018
  Unemployed
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31
• S63 Uniform Securities Agent State Law Examination
  2025-02-28

Other Names

• Danny Trigo
• Daniel A Trigo
• Daniel Alejandro Trigo