Daniel Oliff Klein is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2023-03-24 | present | Yes |
| BFC PLANNING, INC. | 2023-01-04 | 2023-03-03 | — |