Joe Daniels
Vice President, Banker @J.P. Morgan Private Bank
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WORK HISTORY
Vice President, Banker @J.P. Morgan Private Bank
Palm Beach, FL, US
J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Annuities & 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co.(JPM). INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms:https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm
EDUCATION
University of Kentucky
Bachelor's Degree, Finance
ABOUT JOE DANIELS
Joe DanielsAs a Banker at J.P. Morgan Private Bank, I draw on nearly a decade of experience to address the nuanced impacts of complex balance sheets and significant wealth. My focus is on serving the sophisticated needs of affluent individuals to help them grow their assets and leave lasting legacies.I take a “discovery” approach, listening carefully to understand what’s important, and then building strategies that target these important goals. A key component of my role is leveraging internal partnerships to connect clients with the capabilities and resources of the Private Bank—estate, tax, legacy and financial planning. I bridge the gap with the next generation, educating and preparing them for the responsibilities to come. My long-held interest in wealth management drives me to care for the needs of others, and my key strengths include risk mitigation, asset allocation and customization of portfolio strategies. Clients describe me as patient and trustworthy, employing organizational skills that make them feel confident and secure.In my destination move to J.P. Morgan, I welcome the opportunity to be part of a team expanding the firm’s presence in Southern Florida.
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