Daniel A. Lincoln
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel A. Lincoln is an investment adviser representative with J.p. Morgan Securities LLC in Findlay, OH, where they have been registered since 2018. They have worked in the securities industry since 2016 and were previously registered with Edward Jones. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in New York, Ohio, and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York, Ohio, Texas
- Broker:
12 states and territories
Arizona, California, Florida, Georgia, Iowa, Louisiana, Michigan, New York, Ohio, Texas, Utah, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Western Southern LIFEMay 2016 – Nov 2017Findlay, OH
- W&s Brokerage Services, Inc.May 2016 – Nov 2017Findlay, OH
- Edward JonesDec 2017 – Aug 2018Findlay, OH
- McLane CompanySep 2017 – Dec 2017Findlay, OH
- JPMorgan Chase Bank, N.A.Oct 2018 – Feb 2023Findlay, OH
- UnemployedSep 2018 – Oct 2018Findlay, OH
- J.P. Morgan Securities LLCOct 2018 – Feb 2023Findlay, OH
- AmazonSep 2023 – Oct 2023Findlay, OH
- Proliferate FoundationOct 2023 – no end date reportedRichmond, VA
- JP Morgan Chase Bank, N.A.Feb 2023 – no end date reportedFindlay, OH
- JP Morgan Securities LLCFeb 2023 – no end date reportedFindlay, OH
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel A. Lincoln has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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