Daniel Castelblanco

Financial advisor at J.P. Morgan Securities LLC

Last updated 2026-10-10

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Daniel Castelblanco is a financial advisor at J.P. Morgan Securities LLC, CRD 4621797. Licenses and exams on the registration: Series 66, Series 63, Series 65. IAPD registration began 2013-03-13.

Registration

CRD number
4621797
Registration status
Active
IAPD registration
2013-03-13
Industry Experience
13 years
Work Experience
12 years
States registered
FL, TX

Licenses and exams

  • Series 66
  • Series 63
  • Series 65

Work history

  • 2014-07 to 2017-05 · Biociclo Sas. · Medellin
  • 2017-07 to Present · Jpmorgan Chase Bank NA · Miami, FL
  • 2017-07 to Present · Jpmorgan Securities LLC · Miami, FL
  • 2016-08 to 2018-12 · Dipa Pets Inc · Miami, FL
  • 2024-03 to Present · Canomon 2 LLC · Plantation, FL
  • 2024-03 to Present · Canomon4 LLC · Plantation, FL
  • 2024-03 to Present · Canomon3 LLC · Plantation, FL

Current employment

SEC IAPD record for Daniel Castelblanco

J.P. Morgan Securities LLC

Regulatory AUM
$429,694,491,042
Registered advisors
14,334
Offices
5,886
Clients per advisor
87.0 (Moderate)
Average AUM per client
$344.7K (Low)
High-net-worth client ratio
28.6% (Moderate)

J.P. Morgan Securities LLC: advisors, services and reported ETF investments

About

Daniel Castelblanco is a financial advisor at J.P. Morgan Securities LLC. Reported securities licenses include Series 66 and Series 63 and Series 65. The latest record indicates 13 years of industry experience and 12 years of reported work history. Reported roles include Canomon 2 LLC, Canomon4 LLC, Canomon3 LLC, Jpmorgan Chase Bank NA, among others.

SEC disclosures list additional business and community activities: Entity Name: Canomon1 Llc Investment Related: No Address: Private Residence Nature Of The Other Business: Real Estate Position/title/relationship: Board Member Start Date: 11/22/2024 Approximate # Of Hours A Week: 0-10 Approximate # Of Hours During Securities Trading Hours: 0 Briefly Describe Your Duties: Real Estate Purchase: No connection to jp morgan no active role; Entity name: canomon3 llc investment related: no address: plantation, fl 33322 nature of the other business: real estate position/title/relationship: owner/partner start date: 03/01/2024 approximate # of hours a week: 0-10 approximate # of hours during securities trading hours: 0 briefly describe your duties: real estate purchase entity name: canomon4 llc investment related: no address: plantation, fl 33322 nature of the other business: real estate position/title/relationship: owner/partner start date: 03/01/2024 approximate # of hours a week: 0-10 approximate # of hours during securities trading hours: 0 briefly describe your duties: real estate purchase entity name: canomon 2 llc investment related: no address: plantation, fl 33322 nature of the other business: real estate position/title/relationship: owner/partner start date: 03/01/2024 approximate # of hours a week: 0-10 approximate # of hours during securities trading hours: 0 briefly describe your duties: real estate purchase.

J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by J.P. Morgan Securities LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Futures Commission Merchant
  • Insurance Broker or Agent
  • Registered Security-Based Swap Dealer
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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