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Daniel R. Deegan

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CRD#: 1143339
DD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel R Deegan, who also goes by Daniel Robert Deegan, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1985. Daniel had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10, Series 9, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel Robert Deegan

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 14, 2013 - October 14, 2014

J.P. MORGAN CLEARING CORP.

BD
CRD#: 28432
BROOKLYN, NY
Past

October 1, 2012 - November 2, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Manasquan, NJ
Past

October 1, 2012 - November 2, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Manasquan, NJ
Past

September 27, 2006 - October 16, 2006

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
NEW YORK, NY
Past

August 26, 2004 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW YORK, NY
Past

August 12, 2004 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY
Past

May 30, 2002 - September 27, 2006

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
COLUMBUS, OH
Past

July 12, 1996 - October 2, 2006

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
COLUMBUS, OH
Past

November 6, 1985 - June 28, 1996

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/30/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/9/1991
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


JM
J.P. MORGAN CLEARING CORP.
BEAR, STEARNS SECURITIES CORP. | J.P. MORGAN CLEARING CORP.

CRD#: 28432 / SEC#: 801-61542, 8-43724

BD
Terminated by SEC on 12/06/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/07/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

MANAGED ACCOUNT EDGE PROGRAM (3/26/2013)

Direct owners and executive officers


NamePositionCRD#
J.P. MORGAN SECURITIES LLCSHAREHOLDER79
BERNSTEIN, JEFFREY CARLDIRECTOR1844904
BRANNAN, PAUL FDIRECTOR6142593
COLLINS, JAMES MICHAELCHIEF FINANCIAL OFFICER AND FINOP2725065
DEMPSEY, PATRICK PAULTREASURER2830362
FREILICH, WILLIAM HOWARDCHIEF LEGAL OFFICER2203801
HEITSENRETHER, TERESA ANNCHAIRMAN, CHIEF EXECUTIVE OFFICER2722512
KIRBY, PATRICK CCHIEF OPERATING OFFICER AND DIRECTOR2595086
LIPMAN, JEFFREY MARKSECRETARY717915
MCKENNA, JOHN JAMESDIRECTOR2732946
MINIKES, MICHAELDIRECTOR1204499
PATTERSON, DAWN ANNCHIEF COMPLIANCE OFFICER2862235
REED, JAMIE MATTHEWDIRECTOR2797383

Disclosures


Regulatory Event38
Civil Event1
Arbitration28

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


J.P. MORGAN CLEARING CORP.

CRD#: 28432

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