Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Steven Jones is a financial advisor with J.p. Morgan Institutional Investments Inc. Jones has been working in the financial industry since March 8, 2016. Daniel holds the Series 66, 24, and 7 licenses as well as the SIE. Jones is registered to sell securities in 26 states. Previously, Jones worked for J.P. MORGAN SECURITIES LLC in Chicago, Illinois.
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.
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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NY
03/17/2017 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
IL
03/09/2016 - 04/13/2017
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 10/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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