Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
2yrs
Daniel Rabady
Financial advisor at J.p. Morgan Securities
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3415 Vision Drive, Floor 3d, Columbus, OH 43219
How the firm is paid ?Percent of assets, Other
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Sep 2026 – nowJ.p. Morgan Securities LLCCurrent firm
- Nov 2025 – Jul 2026Charles Schwab & CO., Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call J.p. Morgan Securities at 800-999-2000 and ask for Daniel Rabady. Daniel works from the Columbus, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2024, about 2 years. 2 years in the industry.
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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