Daniel Anthony Arce
Also appears in the source record as: Daniel A Arce; Daniel A. Arce; Daniel Arce
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 (15)
- California · Connecticut · District Of Columbia · Florida · Georgia · Illinois · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · Rhode Island · South Carolina · Texas · Virginia
- Years in the industry (source record)
- 13
- 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 (12)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
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Snowden Account Services LLCNew York, NY · BC capacityApr 15, 2021 → Apr 15, 2024
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Snowden Capital Advisors LLCNew York, NY · IA capacityApr 6, 2021 → Apr 15, 2024
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Advice And Planning ServicesNew York, NY · IA capacityNov 7, 2018 → Nov 13, 2020
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Tiaa-Cref Individual & Institutional Services, LLCNew York, NY · BC capacityNov 7, 2018 → Nov 13, 2020
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Morgan StanleyNew York, NY · IA capacityDec 22, 2017 → Oct 29, 2018
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Morgan StanleyNew York, NY · BC capacityDec 22, 2017 → Oct 29, 2018
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E*trade Capital Management, LLCJersey City, NJ · IA capacityJan 28, 2016 → Dec 19, 2017
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E*trade Securities LLCJersey City, NJ · BC capacityJan 20, 2016 → Dec 19, 2017
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedNew York, NY · IA capacityJan 28, 2013 → Jan 19, 2016
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedNew York, NY · BC capacityJan 1, 2013 → Jan 19, 2016
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.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.