Daniel George Medina

CRD 3208708 · J.P. Morgan Securities LLC · Westminster, CO

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (34): Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Illinois · Indiana · Kansas · Louisiana · Maine · Michigan · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · South Carolina · Texas · Utah · Virginia · Washington · Wyoming
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (11)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Westminster, CO · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Westminster, CO · BC capacity

start not retrieved → present
J.P. Morgan Institutional Investments Inc.
Englewood, CO · BC capacity

Nov 20, 2009 → May 19, 2014
J.P. Morgan Institutional Investments
Englewood, CO · IA capacity

Mar 2, 2010 → Dec 31, 2011
Chase Investment Services Corp.
Englewood, CO · IA capacity

Oct 19, 2009 → Nov 20, 2009
Chase Investment Services Corp.
Englewood, CO · BC capacity

Oct 9, 2009 → Nov 20, 2009
Claymore Advisors, LLC
Lisle, IL · IA capacity

Aug 28, 2007 → Nov 4, 2008
Claymore Securities, Inc.
Chicago, IL · BC capacity

Aug 27, 2007 → Nov 4, 2008
Jackson National Life Distributors, Inc.
Franklin, TN · BC capacity

Feb 1, 2002 → Dec 31, 2005
Charter One Securities, Inc.
Cleveland, OH · BC capacity

Jan 1, 2000 → Oct 10, 2001
Investment Network, Inc.
Franklin Park, IL · BC capacity

Aug 1, 1999 → Jan 1, 2000

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 3208708 ↗ FINRA BrokerCheck record for CRD 3208708 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.