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Advisors / New York / Elmhurst
18yrs

Daniel Tang

Financial advisor at J.P. Morgan Securities

Daniel Tang is a fiduciary financial advisor in Elmhurst, New York, with 18 years in the industry. After a year at Chase Investment Services, Daniel joined J.P. Morgan Securities in 2012, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.

One of 10 advisors with offices in Elmhurst, and one of 9 fiduciaries.

Elmhurst, NY 11373Top 24% by experience at J.P. Morgan SecuritiesFiduciary advisor

At a glance

Experience18 years (since 2008)
How that compares ?Top 24% by experience at J.P. Morgan Securities
Office79-06 Broadway, Elmhurst, NY 11373
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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2012 – now
  2. Feb 2012 – Oct 2012
    Chase Investment Services Corp.Previously

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Tang. Daniel works from the Elmhurst, NY office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2008, about 18 years. Top 24% 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.

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