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Daniel Morrison

J.P. Morgan Securities LLC

Columbus, OH

CRD 6808910

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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 2017-12-26
OH RA APPROVED 2017-11-07
  • TX RA
    APPROVED
    Since 2017-12-26
  • OH RA
    APPROVED
    Since 2017-11-07

Branch Locations

1111 Polaris Parkway, Floor 4J, Columbus, OH 43240 • 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
Mass Mutual Life Insurance Company Dublin OH 06/2017 06/2017
Liberty National Life Insurance Columbus OH 12/2016 05/2017
Leidos Reston VA 09/2015 11/2016
Unemployed Thornville OH 07/2017 08/2017
J.P. Morgan Securities Llc Westerville OH 09/2017 Present
Mml Investor Services Dublin OH 06/2017 07/2017
  • 06/2017 → 06/2017
    Mass Mutual Life Insurance Company
    Dublin, OH
  • 12/2016 → 05/2017
    Liberty National Life Insurance
    Columbus, OH
  • 09/2015 → 11/2016
    Leidos
    Reston, VA
  • 07/2017 → 08/2017
    Unemployed
    Thornville, OH
  • 09/2017 → Present
    J.P. Morgan Securities Llc
    Westerville, OH
  • 06/2017 → 07/2017
    Mml Investor Services
    Dublin, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-02
  • S66 Uniform Combined State Law Examination
    2017-11-02
Other Names
  • Daniel Morrison
  • Daniel Scott Morrison

View on SEC IAPD

Nearby Firms

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EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Nearby Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH

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