JAMES DANIEL ROBERTS is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with J.P. MORGAN SECURITIES LLC, J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC..
| Firm | From | To | Current |
|---|---|---|---|
| J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. | 2025-11-05 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-08-20 | present | Yes |