Daniel Pozo

Daniel Pozo

Followers of Daniel Pozo94 followers
location of Daniel PozoLake Worth, Florida, United States

Connect with Daniel Pozo to Send Message

Connect

Connect with Daniel Pozo to Send Message

Connect
  • Timeline

  • About me

    Investment Associate at J.P. Morgan

  • Education

    • Florida Atlantic University

      2013 - 2018
      Bachelor of Business Administration - BBA Economics
  • Experience

    • JPMorgan Chase & Co.

      Nov 2019 - Apr 2023
      • Private Client Banker

        Oct 2022 - Apr 2023
      • Relationship Banker

        Nov 2019 - Oct 2022
    • J.P. Morgan

      Apr 2023 - now
      Investment Associate

      Electronic 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

      FINRA
      Sept 2019
    • Series 66

      FINRA
      Sept 2023
    • Series 6

      FINRA
      Jan 2020
    • Certified Financial Planner™ Certificate Program

      Florida Atlantic University
      Feb 2023
    • Series 7

      FINRA
      Jun 2023
    • FLA Life & Annuity (Variable Contracts Incl.) - 0214

      Florida Department of Financial Services
      Jan 2020