LPL Financial
41yrs
Top advisor by experience in Somerville
19yrs
Daniel Munoz
Financial advisor at J.P. Morgan Securities
Based in Somerville, New Jersey, Daniel Munoz is a fiduciary financial advisor with 19 years of industry experience. Daniel joined J.P. Morgan Securities in 2017, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 30 advisors with offices in Somerville, and one of 23 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 22% by experience at J.P. Morgan Securities
Office6 S Davenport St, Somerville, NJ 08876
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
- 2017 – nowJ.P. Morgan Securities LLCCurrent firm
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Daniel Munoz. Daniel works from the Somerville, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 19 years. Top 22% by experience at J.P. Morgan Securities.
What licenses does Daniel hold?
Series 63, 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.
Other advisors nearby
Park Avenue Securities
34yrs
Top 7% by experience in Somerville
Private Client Services
31yrs
Top 10% by experience in Somerville
LPL Financial
30yrs
Top 13% by experience in Somerville
Park Avenue Securities
30yrs
Top 17% by experience in Somerville
Osaic Wealth
28yrs
Top 20% by experience in Somerville