J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
2yrs
Danielle Mulroy
Financial advisor at J.P. Morgan Securities
Danielle Mulroy has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Los Angeles, California. Danielle joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office2029 Century Park East, Floor 37, Los Angeles, CA 90067
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
- Feb 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Danielle
Local office(310) 860-3658Ask for Danielle. (800) 999-2000Main office · New York, NY 2029 Century Park East, Floor 37Los Angeles, CA 90067Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Danielle
Tailored to Danielle’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
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About Danielle
How do I contact Danielle?
Call Danielle’s local office at (310) 860-3658 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Danielle Mulroy.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Danielle 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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