Daniel Castelblanco
Financial advisor at J.P. Morgan Securities LLC
Last updated 2026-10-10
Claim your profileDaniel 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
- J.P. Morgan Securities LLC · New York, NY
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
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