Daniel Roland

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

• 12/2023 → 07/2025
  Equitable Advisors, Llc
  New York, NY
• 01/2023 → 08/2024
  Sleepy Hollow Aquatics
  San Anselmo, CA
• 08/2023 → 11/2024
  Terra Linda High School
  San Rafael, CA
• 04/2023 → 06/2023
  James Purkey Construction
  San Rafael, CA
• 02/2023 → 04/2023
  Verkada
  San Mateo, CA
• 02/2020 → 12/2022
  Santa Barbara Premier Water Polo Club
  Santa Barbara, CA
• 07/2020 → 08/2020
  Cutco Cutlery
  Olean, NY
• 07/2016 → 09/2017
  Lagunitas Country Club
  Ross, CA
• 12/2022 → 02/2023
  Unemployed
  San Rafael, CA
• 08/2025 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 09/2017 → 02/2020
  Unemployed
  San Rafael, CA

Previous Registrations

• 2025-05-06 → 2025-07-25
  Equitable Advisors, Llc
  San Francisco, CA
  San Rafael, CA

Other Businesses

Entity Name: Bezier Solutions Investment related: No "Address: 1111B S Governors Ave STE 48149 Dover, DE 19904" Nature of the other business: Content Creation Position/Title/Relationship: Board Member Start Date: 12/08/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: The nature of the company is a tool that was created for infographics for clients. The tool is designed to help creators and marketing teams to speed up their content creation. The external role is not similar to my current role, and there is no connection to JPMorganChase."

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-05
• S63 Uniform Securities Agent State Law Examination
  2024-03-28

Other Names

• Danny Roland
• Daniel Patrick Roland
• Daniel P Roland