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.
At a glance
Services through J.P. Morgan Securities
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
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- Feb 2012 – Oct 2012Chase Investment Services Corp.Previously
Contact Daniel
(800) 999-2000Firm headquarters in New York, NY. Ask for Daniel. 79-06 BroadwayElmhurst, NY 11373Office · 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
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.