J.P. Morgan Securities
27yrs
Top 8% by experience at J.P. Morgan Securities
12yrs
Daniel Malone
Financial advisor at J.P. Morgan Securities
Daniel Malone has worked in the financial industry for 12 years and is a fiduciary financial advisor based in North Massapequa, New York. Daniel has been with J.P. Morgan Securities since 2019. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 4 advisors with offices in North Massapequa, and one of 4 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 57% of advisors at J.P. Morgan Securities
Office1090 Hicksville Road, North Massapequa, NY 11758
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
- 2019 – nowJ.P. Morgan Securities LLCCurrent firm
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 Malone. Daniel works from the North Massapequa, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2014, about 12 years. More experience than 57% 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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