RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
5yrs
Daniel Rowbottom
Full name on record: Daniel V. Rowbottom
Financial advisor at J.P. Morgan Securities
Based in Cleveland, Ohio, Daniel Rowbottom is a fiduciary financial advisor with 5 years of industry experience. Daniel has been with J.P. Morgan Securities since 2021. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 652 advisors with offices in Cleveland, and one of 499 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office1300 E 9th St Floor 18, Cleveland, OH 44114
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Daniel
Local office(216) 781-2597Ask for Daniel. (800) 999-2000Main office · New York, NY 1300 E 9th St Floor 18Cleveland, OH 44114Office · 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 (216) 781-2597 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Daniel Rowbottom.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2021, about 5 years. 5 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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