J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
7yrs
Daniel Griffith
Full name on record: Daniel W Griffith
Financial advisor at Charles Schwab Investment Management
Based in San Francisco, California, Daniel Griffith is a fiduciary financial advisor with 7 years of industry experience. Daniel has been with Charles Schwab Investment Management since 2020; before that, Daniel spent a year at Wasmer Schroeder. Charles Schwab Investment Management offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office425 Market Street Suite 1700, San Francisco, CA 94105
How the firm is paid ?Percent of assets, Flat fee, Performance fee, Other
Typical client at the firm ?$252,720
Advisors at the firm37
States licensed ?1 state
Services through Charles Schwab Investment Management
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing 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 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowCharles Schwab Investment Management, Inc.Current firm
- Nov 2019 – Jul 2020Wasmer SchroederPreviously
Contact Daniel
(800) 650-9744Charles Schwab Investment Management main office 425 Market Street Suite 1700San Francisco, CA 94105Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Charles Schwab Investment Management at (800) 650-9744 and ask for Daniel Griffith. Daniel works from the San Francisco, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Daniel hold?
Series 65. 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?
Charles Schwab Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains, 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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