TLG Advisors
47yrs
Top advisor by experience in Summit
17yrs
Daniel Forman
Financial advisor at J.P. Morgan Securities
Daniel Forman is a fiduciary financial advisor in Summit, New Jersey, 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 489 advisors with offices in Summit, and one of 452 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 73% of advisors at J.P. Morgan Securities
Office25 Deforest Avenue Floor 3, Summit, NJ 07901
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
Local office(908) 795-1425Ask for Daniel. (800) 999-2000Main office · New York, NY 25 Deforest Avenue Floor 3Summit, NJ 07901Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Daniel’s local office at (908) 795-1425 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Daniel Forman.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2009, about 17 years. More experience than 73% of advisors at J.P. Morgan Securities.
What licenses does Daniel hold?
Series 63, Series 65. 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
Gulfstream CM
46yrs
Top 1% by experience in Summit
Simplicity Wealth
45yrs
Top advisor by experience at Simplicity Wealth
Merrill
45yrs
Top 1% by experience in Summit
Merrill
44yrs
Top 1% by experience in Summit
TLG Advisors
44yrs
Top 1% by experience in Summit