LPL Financial
43yrs
Top advisor by experience in Westminster
19yrs
Daniel Medina is a fiduciary financial advisor in Westminster, Colorado, with 19 years in the industry. Daniel joined J.P. Morgan Securities in 2014, after two years at J.P. Morgan Institutional Investments and less than a year 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 134 advisors with offices in Westminster, and one of 120 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 21% by experience at J.P. Morgan Securities
Office13620 Orchard Parkway., Westminster, CO 80023
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowJ.P. Morgan Securities LLCCurrent firm
- Mar 2010 – Dec 2011J.P. Morgan Institutional Investments Inc.Previously
- Oct 2009 – Nov 2009Chase Investment Services Corp.Previously
- Aug 2007 – Nov 2008Guggenheim InvestmentsPreviously
Contact Daniel
(800) 999-2000Firm headquarters in New York, NY. Ask for Daniel. 13620 Orchard Parkway.Westminster, CO 80023Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Daniel Medina. Daniel works from the Westminster, CO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 19 years. Top 21% by experience at J.P. Morgan Securities.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Daniel 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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