Daniel Stine (CRD# 5813533) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rolling Hills, CA and has over 13 years of experience in the finance industry.
CRD# 5779397
Madison Avenue Securities, LLC
CRD# 3084990
Halbert Hargrove
CRD# 6076207
Abacus Wealth Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Rolling Hills, CA | Oct 2012 - Current | 11 |
| Jp Morgan Chase Bank Na | Newport Beach, CA | Jun 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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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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