Daniel Lee Mead

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2023 → 07/2025
  J.P. Morgan Securities Llc
  La Jolla, CA
• 07/2023 → 07/2025
  Jpmorgan Chase Bank, N.A.
  La Jolla, CA
• 02/2015 → 07/2023
  First Republic Bank
  San Diego, CA
• 07/2025 → Present
  1St Century Bank
  San Diego, CA
• 09/2025 → Present
  Midfirst Bank
  Los Angeles, CA
• 09/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Los Angeles, CA

Previous Registrations

• 2024-03-29 → 2025-07-07
  J.P. Morgan Securities Llc
  San Diego, CA
  La Jolla, CA
  Del Mar, CA
  San Diego, CA
  La Jolla, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-03-29

Other Names

• Daniel Lee Mead
• Daniel Mead