Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
29yrs
Based in Morristown, New Jersey, Dane Brown is a fiduciary financial advisor with 29 years of industry experience. Dane has been with J.P. Morgan Securities since 2012; before that, Dane spent 12 years at Chase Investment Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 6% by experience at J.P. Morgan Securities
Office225 South Street, Morristown, NJ 07960
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2000 – 2012Chase Investment Services Corp.Previously
Contact Dane
(800) 999-2000Firm headquarters in New York, NY. Ask for Dane. 225 South StreetMorristown, NJ 07960Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Dane
Tailored to Dane’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dane
How do I contact Dane?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Dane Brown. Dane works from the Morristown, NJ office.
How long has Dane been a financial advisor?
Dane has been in the industry since 1997, about 29 years. Top 6% by experience at J.P. Morgan Securities.
What licenses does Dane hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dane a fiduciary?
Dane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dane paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Dane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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