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Danielle Reidy

J.P. Morgan Securities LLC

Tarpon Springs, FL

Palm Harbor, FL

CRD 3163157

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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
TX RA APPROVED_RES 2020-01-15
FL RA APPROVED 2013-10-01
  • TX RA
    APPROVED_RES
    Since 2020-01-15
  • FL RA
    APPROVED
    Since 2013-10-01

Branch Locations

41206 Us Hwy 19 N, Tarpon Springs, FL 34689 • United States

2800 Alt 19, Palm Harbor, FL 34683 • 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 Tarpon Springs FL 09/2013 Present
Jpmorgan Chase Bank, N.A. Tarpon Springs FL 09/2013 Present
  • 09/2013 → Present
    J.P. Morgan Securities Llc
    Tarpon Springs, FL
  • 09/2013 → Present
    Jpmorgan Chase Bank, N.A.
    Tarpon Springs, FL
Previous Registrations
  • 2002-02-20 → 2013-09-06
    Truist Investment Services, Inc.
    Palm Harbor, FL
    Palm Harbor, FL
    Largo, FL
    Tarpon Springs, FL
    New Port Richey, FL
    Palm Harbor, FL
    Pinellas Park, FL
    Clearwater, FL
    Tampa, FL
    St Petersburg, FL
    Oldsmar, FL
    Pinellas Park, FL
    Tampa, FL
    Tampa, FL
    Oldsmar, FL
    Clearwater, FL
    Palm Harbor, FL
    Oldsmar, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-31
S63 Uniform Securities Agent State Law Examination 2000-04-03
  • S65 Uniform Investment Adviser Law Examination
    2001-01-31
  • S63 Uniform Securities Agent State Law Examination
    2000-04-03
Other Names
  • Danielle Barbara Gaucher
  • Danielle Barbara Maroney

View on SEC IAPD

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BARLAS O'REILLY WEALTH MANAGEMENT, LLC · TARPON SPRINGS, FL
PFS INVESTMENTS INC. · TARPON SPRINGS, FL
CETERA INVESTMENT ADVISERS LLC · Tarpon Springs, FL

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