Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
20yrs
Daniel Warren
Financial advisor at J.P. Morgan Securities
Daniel Warren is a fiduciary financial advisor in Boston, Massachusetts, with 20 years in the industry. Daniel joined J.P. Morgan Securities in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 19% by experience at J.P. Morgan Securities
Office50 Rowes Wharf 4th Floor, Boston, MA 02110
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
- 2017 – nowJ.P. Morgan Securities LLCCurrent firm
- Jan 2008 – Apr 2008J.P. Morgan Securities LLCPreviously
Contact Daniel
Local office(617) 223-4645Ask for Daniel. (800) 999-2000Main office · New York, NY 50 Rowes Wharf 4th FloorBoston, MA 02110Office · 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 Daniel’s local office at (617) 223-4645 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Daniel Warren.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 20 years. Top 19% 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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