Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
New
Daniel Dobbs
Financial advisor at J.P. Morgan Securities
Daniel Dobbs is a fiduciary financial advisor in Washington, District of Columbia, registered since Mar 2026. Daniel has been with J.P. Morgan Securities since 2026. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office875 15th St NW Floor 10, Washington, DC 20005
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
- Mar 2026 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Daniel
Local office(202) 533-2100Ask for Daniel. (800) 999-2000Main office · New York, NY 875 15th St NW Floor 10Washington, DC 20005Office · 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 (202) 533-2100 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Daniel Dobbs.
How long has Daniel been a financial advisor?
Daniel is new to the profession, registered since Mar 2026, and holds 1 license.
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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