Wank & Liptzin Advisory Services
40yrs
Top advisor by experience in Mineola
20yrs
Daniel Farrell
Financial advisor at J.P. Morgan Securities
Daniel Farrell has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Mineola, New York. Daniel has been with J.P. Morgan Securities since 2026; before that, Daniel spent 15 years at Morgan Stanley and four 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 41 advisors with offices in Mineola, and one of 36 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 19% by experience at J.P. Morgan Securities
Office216 Old Country Rd, Mineola, NY 11501
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
- Mar 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- 2011 – 2026Morgan StanleyPreviously
- 2007 – 2011Chase Investment Services Corp.Previously
Contact Daniel
216 Old Country RdMineola, NY 11501Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY 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 Farrell. Daniel works from the Mineola, NY office.
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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