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Daniel P. Freise

19 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
111,647 clients
Average Client Portfolio
$26.7M average
Assets Under Management
$2985.3B

Fee Structure

Financial Planning:Investment management only
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Location

277 Park Avenue, New York, NY, 10172

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel is the sole proprietor of Bushwood Properties, LLC, a real estate investment business focused on renting residential properties. He spends a few hours per week on this activity, mostly on weekends and outside of work hours.

Employment History
Current Registrations
J.P. Morgan Institutional Investments INC.Broker
April 2021 - Present · 4 yrs 10 mos
J.P. Morgan Investment Management INC.
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2012 - July 2019 · 7 yrs 3 mos
Marketaxess CorporationBroker
April 2010 - September 2011 · 1 yr 5 mos
Northeast Securities, INC.Broker
September 2009 - March 2010 · 6 mos
TD Wealth Management Services INC.Broker
October 2008 - July 2009 · 9 mos
Popular Securities, INC.Broker
July 2006 - January 2008 · 1 yr 6 mos
Commerce Capital Markets, INC.Broker
December 2002 - June 2006 · 3 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.