UBS Financial Services
47yrs
Top 1% by experience in Nashville
1yr
Daniel Anderson
Financial advisor at J.P. Morgan Securities
Based in Nashville, Tennessee, Daniel Anderson is a fiduciary financial advisor with 1 year of industry experience. Daniel has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1201 Demonbreun St Suite 1280, Nashville, TN 37203
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
- Oct 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Daniel
Local office(615) 780-4363Ask for Daniel. (800) 999-2000Main office · New York, NY 1201 Demonbreun St Suite 1280Nashville, TN 37203Office · Get directions Firm websitewealthpartners.jpmorgan.com
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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
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (615) 780-4363 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Daniel Anderson.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2025, about 1 years. 1 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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