J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
10yrs
Daniel Chapman
Financial advisor at J.P. Morgan Securities
Based in Miami, Florida, Daniel Chapman is a fiduciary financial advisor with 10 years of industry experience. Daniel joined J.P. Morgan Securities in 2025, after eight years at Raymond James & Associates. Daniel holds the CFP® designation.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office1450 Brickell Ave Floor 33, Miami, FL 33131
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
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- 2017 – 2024Raymond James & Associates, Inc.Previously
Contact Daniel
Local office(305) 579-9418Ask for Daniel. (800) 999-2000Main office · New York, NY 1450 Brickell Ave Floor 33Miami, FL 33131Office · 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 (305) 579-9418 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Daniel Chapman.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2017, about 10 years. 10 years in the industry.
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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