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Debra J. Danks

J.p. Morgan Securities LLC

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About Debra J. Danks

Debra J. Danks is a financial advisor currently registered with J.P. Morgan Securities LLC, providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Debra J. Danks has been in the industry since June 17, 2004. Debra J. Danks has a broad range of experience in the financial services industry, having previously been associated with several firms including Cetera Investment Services LLC, PNC Investments, Natcity Investments, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Debra J. Danks has worked in various locations throughout her career, including Alliance, Lisbon, Boardman, Columbiana, and Springfield. Debra J. Danks holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam.

Firm Information

Debra Danks 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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Debra Danks’s Registration & Firm History

OH

07/11/2017 - Present

J.p. Morgan Securities LLC (ALLIANCE OH)

OH

02/29/2016 - 06/14/2017

CETERA INVESTMENT SERVICES LLC (LISBON OH)

OH

06/26/2012 - 02/24/2016

PNC INVESTMENTS (BOARDMAN OH)

OH

11/13/2009 - 03/15/2011

PNC INVESTMENTS (COLUMBIANA OH)

OH

04/01/2005 - 11/13/2009

NATCITY INVESTMENTS, INC. (COLUMBIANA OH)

MA

01/24/2003 - 03/07/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/24/2003 - 03/07/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/14/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/23/2003

Series 6 - Investment Company Products/Variable Contracts 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 are no public disclosures for Debra J. Danks.
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