Danielle Alexandria Lehman

CRD 5224631 · J.P. Morgan Securities LLC · Dallas, TX

IA RegisteredBroker

Also appears in the source record as: Danielle A Lehman; Dani A Lehman; Dani Lehman

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (22): Arizona · Arkansas · California · Colorado · Delaware · Florida · Georgia · Illinois · Iowa · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Missouri · New Jersey · New York · North Carolina · Oklahoma · Texas · Virginia · Washington
Years in the industry (source record): 14
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5224631 contains one or more disclosure events as of Aug 20, 2026.

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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 (7)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Dallas, TX · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Dallas, TX · BC capacity

start not retrieved → present
Td Ameritrade, Inc.
Fort Worth, TX · IA capacity

Jan 15, 2015 → Oct 10, 2016
Amerivest Investment Management, LLC
Fort Worth, TX · IA capacity

Jan 15, 2015 → Oct 10, 2016
Td Ameritrade, Inc.
Fort Worth, TX · BC capacity

Oct 31, 2014 → Oct 10, 2016
Fidelity Brokerage Services LLC
Southlake, TX · BC capacity

Apr 15, 2013 → Jun 11, 2014
National Financial Services LLC
Westlake, TX · BC capacity

Nov 1, 2012 → Mar 27, 2013

Source & corrections

Where this page comes from

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