UBS Financial Services
47yrs
Top advisor by experience in Plano
18yrs
Daniel Conti
Financial advisor at J.p. Morgan Securities
At a glance
Experience18 years (since 2008)
How that compares ?Top 20% by experience in Plano
Office8181 Communications Parkway, Building A, Floor 04, Plano, TX 75024
How the firm is paid ?Percent of assets, Other
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2020 – nowJ.p. Morgan Securities LLCCurrent firm
- Aug 2018 – Dec 2019Usaa Investment Services CompanyPreviously
- 2012 – 2018Wells Fargo Clearing Services, LLCPreviously
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 Conti. Daniel works from the Plano, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 18 years. Top 20% by experience in Plano.
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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