Daniel Joseph Salsberg

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Mineola, NY
• 10/2012 → Present
  Jpmorgan Chase Bank, N.A.
  Mineola, NY

Previous Registrations

• 2005-11-28 → 2012-10-01
  Chase Investment Services Corp.
  Mineola, NY
  Jericho, NY
  Franklin Square, NY
  Jericho, NY
  Hempstead, NY
  Carle Place, NY
  Hempstead, NY
  Rockville Centre, NY
  Hempstead, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-08-20
• S65 Uniform Investment Adviser Law Examination
  2005-11-25
• S63 Uniform Securities Agent State Law Examination
  1991-06-25

Other Names

• Daniel J Salsberg
• Daniel Joseph Salsberg