J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
16yrs
Daniel Pollack
Full name on record: Daniel Davidovich Pollack
Financial advisor at J.P. Morgan Securities
Daniel Pollack has worked in the financial industry for 16 years and is a fiduciary financial advisor based in San Francisco, California. Daniel has been with J.P. Morgan Securities since 2013. Daniel holds the CFP® designation.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 70% of advisors at J.P. Morgan Securities
Office111 Pine St, San Francisco, CA 94111
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Daniel
Local office(415) 593-1926Ask for Daniel. (800) 999-2000Main office · New York, NY 111 Pine StSan Francisco, CA 94111Office · 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
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (415) 593-1926 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Daniel Pollack.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 16 years. More experience than 70% 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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