Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
4yrs
Daniel Gallagher
Financial advisor at J.P. Morgan Securities
Daniel Gallagher is a financial advisor in Boston, Massachusetts, with 4 years in the industry. Daniel joined J.P. Morgan Securities in 2023, after two years at J.P. Morgan Private Wealth Advisors. Daniel holds the CFA designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office160 Federal Street, Boston, MA 02110
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
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- 2023 – 2025J.P. Morgan Private Wealth Advisors LLCPreviously
Contact Daniel
(800) 999-2000Firm headquarters in New York, NY. Ask for Daniel. 160 Federal StreetBoston, MA 02110Office · 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 Gallagher. Daniel works from the Boston, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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