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Daniel R Deegan

J.p. Morgan Securities LLC

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About Daniel R Deegan

Daniel Deegan is an active broker-dealer and investment advisor. Daniel is registered with J.p. Morgan Securities LLC. Daniel has been in the financial industry since 1985, working with clients in areas like retirement planning, college savings, insurance, and estate planning. Daniel has 53 active state registrations and is registered in District of Columbia, Maryland, New Jersey, New York, and Texas as an investment advisor.

Firm Information

Daniel Deegan is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Daniel Deegan’s Registration & Firm History

NJ

08/10/2018 - Present

J.p. Morgan Securities LLC (Manasquan NJ)

NY

06/14/2013 - 10/14/2014

J.P. MORGAN CLEARING CORP. (BROOKLYN NY)

NY

08/12/2004 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

OH

07/12/1996 - 10/02/2006

BANC ONE SECURITIES CORPORATION (COLUMBUS OH)

NY

11/06/1985 - 06/28/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 03/30/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/23/1994

Series 24 - General Securities Principal Examination

BC

Issued 08/09/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/1987

Series 3 - National Commodity Futures Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Daniel R Deegan. Review regulatory record here.
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