Newport Securities
43yrs
Top advisor by experience in Temecula
17yrs
Daniel Schepe is a fiduciary financial advisor in Temecula, California, with 17 years in the industry. Daniel joined J.P. Morgan Securities in 2024, 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 166 advisors with offices in Temecula, and one of 148 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 74% of advisors at J.P. Morgan Securities
Office32105 State Rte 79 S, Temecula, CA 92592
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.
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Daniel
32105 State Rte 79 STemecula, CA 92592Office · 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 Schepe. Daniel works from the Temecula, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2009, about 17 years. More experience than 74% of advisors 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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