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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-23
TX RA APPROVED 2024-08-23
  • NY RA
    APPROVED
    Since 2024-08-23
  • TX RA
    APPROVED
    Since 2024-08-23

Branch Locations

270 Park Avenue Floors 24 And 25, 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
Jpmorgan Chase Bank, N.A. New York NY 07/2024 Present
J.P. Morgan Securities Llc New York NY 07/2024 Present
U.S. Army Fayetteville NC 09/2015 06/2022
Unc Kenan-Flagler Business Scholl Chapel Hill NC 08/2022 05/2024
Unemployed Chapel Hill NC 07/2022 07/2022
Unemployed Latham NY 06/2024 06/2024
Jpmorgan Chase Bank, N.A. New York NY 06/2023 08/2023
University Of North Carolina Chapel Hill, Investment Management Chapel Hill NC 08/2024 Present
  • 07/2024 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 07/2024 → Present
    New York, NY
  • 09/2015 → 06/2022
    U.S. Army
    Fayetteville, NC
  • 08/2022 → 05/2024
    Unc Kenan-Flagler Business Scholl
    Chapel Hill, NC
  • 07/2022 → 07/2022
    Unemployed
    Chapel Hill, NC
  • 06/2024 → 06/2024
    Unemployed
    Latham, NY
  • 06/2023 → 08/2023
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 08/2024 → Present
    University Of North Carolina Chapel Hill, Investment Management
    Chapel Hill, NC
Other Businesses

Entity Name: University of North Carolina Chapel Hill, Investment Management Center for Excellence Advisory Council Investment related: No Address: 300 Kenan Center Drive, Chapel Hill, NC 27599 Nature of the other business: Educational Position/Title/Relationship: Advisor/Officer Start Date: 08/13/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Center for Excellence in Investment Management Action Council exists to provide support to the Management Committee of the IM Center, serve as ambassadors and advocates for the UNC Capital Markets & Investments Program, and help secure the private resources needed for the program to achieve its mission. Members support UNC Kenan-Flagler Business School in the pursuit of its vision to be the global leader in capital markets and investments education.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-03
  • S66 Uniform Combined State Law Examination
    2024-08-03
Other Names
  • Daniel Benjamin Casale
  • Daniel Casale
  • Daniel B Casale

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