TSA Management
40yrs
Top advisor by experience in Glen Head
14yrs
Daniel Arce has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Glen Head, New York. Daniel has been with J.P. Morgan Securities since 2024; before that, Daniel spent three years at Snowden Capital Advisors and two years at Advice and Planning Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 32 advisors with offices in Glen Head, and one of 29 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 64% of advisors at J.P. Morgan Securities
Office240 Glen Head Road, Glen Head, NY 11545
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- 2021 – 2024Snowden Capital Advisors LLCPreviously
- 2018 – 2020
- Dec 2017 – Oct 2018Morgan StanleyPreviously
- Jan 2016 – Dec 2017Harrisdirect LLCPreviously
- 2013 – 2016MerrillPreviously
Contact Daniel
(800) 999-2000Firm headquarters in New York, NY. Ask for Daniel. 240 Glen Head RoadGlen Head, NY 11545Office · 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 J.P. Morgan Securities at (800) 999-2000 and ask for Daniel Arce. Daniel works from the Glen Head, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 14 years. More experience than 64% 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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