J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
14yrs
Daniel Chang
Financial advisor at J.P. Morgan Securities
Daniel Chang is a fiduciary financial advisor in Los Angeles, California, with 14 years in the industry. After eight years at J.P. Morgan Private Wealth Advisors and three years at Credit Suisse Securities (usa), Daniel joined J.P. Morgan Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Daniel’s designations include CFA and CFP®.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 65% of advisors at J.P. Morgan Securities
Office2029 Century Park East, Floor 37, Los Angeles, CA 90067
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.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- 2015 – 2023J.P. Morgan Private Wealth Advisors LLCPreviously
- 2012 – 2015Credit Suisse Securities (usa) LLCPreviously
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 (310) 860-3658 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Daniel Chang.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 14 years. More experience than 65% of advisors at J.P. Morgan Securities.
What licenses does Daniel hold?
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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