Daniel Kurkowski (CRD# 7272535) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Evanston, IL and has over 2 years of experience in the finance industry.
CRD# 5569194
Amplify Investments LLC
CRD# 1338669
William Blair & Company LLC
CRD# 6076403
Nuveen Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank Na | Winnetka, IL | May 2021 - Current | 3 |
| Jpmorgan Securities LLC | Winnetka, IL | May 2021 - Current | 3 |
| Arthur J Gallagher & Co | Naperville, IL | Jan 2021 - May 2021 | < 1 |
| Northwestern Mutual (fred O'connor Insurance) | Deerfield, IL | Jul 2020 - Jan 2021 | < 1 |
| Unemployed | Glenview, IL | Jun 2020 - Jun 2020 | < 1 |
| College Of The Holy Cross | Worcester, MA | Aug 2016 - May 2020 | 3 |
| Arthur J Gallagher & Co | Rolling Meadows, IL | Jun 2019 - Jul 2019 | < 1 |
| Arthur J Gallagher & Co | Rolling Meadows, IL | Jun 2018 - Jul 2018 | < 1 |
| Loyola Academy | Wilmette, IL | Jun 2017 - Aug 2017 | < 1 |
| Loyola Academy | Wilmette, IL | May 2017 - Jul 2017 | < 1 |
| Unemployed | Glenview, IL | Jun 2016 - Jul 2016 | < 1 |
| Loyola Academy | Wilmette, IL | Aug 2012 - May 2016 | 3 |
| Loyola Academy | Wilmette, IL | Jun 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- IL
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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