Daniel Hasa

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

• 10/2025 → Present
  J.P. Morgan Securities Llc
  Chappaqua, NY
• 10/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Chappaqua, NY
• 06/2022 → Present
  Halit Inc Rraci Restaurant
  Brewster, NY
• 04/2024 → 05/2025
  Morgan Stanley
  Purchase, NY
• 03/2022 → 06/2023
  Keller Williams
  Baldwin Pl, NY
• 09/2020 → 07/2022
  Mezzaluna
  Brewster, NY
• 05/2015 → 08/2020
  Unemployed
  Brewster, NY

Previous Registrations

• 2024-09-17 → 2025-05-28
  Morgan Stanley
  Purchase, NY

Other Businesses

Entity Name: Halit Inc Rraci Restaurant Investment related: No Address: 3670 Danbury RD Brewster NY 10509 Nature of the other business: Restaurant Position/Title/Relationship: Employee/Contractor Start Date: 06/01/2022 Approximate # of hours a week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: It is a restaurant and I work there as a waiter on the weekends, usually Friday and Saturday.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-17
• S63 Uniform Securities Agent State Law Examination
  2024-06-05