
Daniel Pozo

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About me
Investment Associate at J.P. Morgan
Education

Florida Atlantic University
2013 - 2018Bachelor of Business Administration - BBA Economics
Experience

JPMorgan Chase & Co.
Nov 2019 - Apr 2023Private Client Banker
Oct 2022 - Apr 2023Relationship Banker
Nov 2019 - Oct 2022

J.P. Morgan
Apr 2023 - nowInvestment AssociateElectronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved Show less
Licenses & Certifications

Securities Industry Essentials Exam
FINRASept 2019
Series 66
FINRASept 2023
Series 6
FINRAJan 2020
Certified Financial Planner™ Certificate Program
Florida Atlantic UniversityFeb 2023
Series 7
FINRAJun 2023
FLA Life & Annuity (Variable Contracts Incl.) - 0214
Florida Department of Financial ServicesJan 2020
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