Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
16yrs
Based in Salt Lake City, Utah, Danielle Wright is a fiduciary financial advisor with 16 years of industry experience. Danielle joined J.p. Morgan Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 69% of advisors at J.p. Morgan Securities
Office201 S Main St Floor 13, Salt Lake City, UT 84111
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
- 2023 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask Danielle
Tailored to Danielle’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 Danielle
How do I contact Danielle?
Call J.p. Morgan Securities at 800-999-2000 and ask for Danielle Wright. Danielle works from the Salt Lake City, UT office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2011, about 16 years. More experience than 69% of advisors at J.p. Morgan Securities.
What licenses does Danielle hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Danielle 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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