Position:
Private Client Advisor & Vice President of Investments at J.P. Morgan
Location:
San Francisco, California, United States
Found email addresses for Daniel Roland:
Found phone for Daniel Roland:
Aug 2025 - Current
May 2023 - Jul 2025
Jan 2023 - Sep 2023
Jan 2019 - Dec 2022
Jul 2020 - Feb 2021
Jun 2016 - Aug 2017
Daniel holds Series 63, Series 65, and Series 7 certifications.
Bachelor of Arts - BA at UC Santa Barbara
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