Daniel R. Silfer
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 R. Silfer is an investment adviser representative with J.p. Morgan Securities LLC in Bellport, NY, where they have been registered since 2024. They have worked in the securities industry since 2024 and were previously registered with PARK Avenue Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
5 states and territories
California, Connecticut, Florida, New Jersey, New York
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.
- J.p. Morgan Securities LLCAug 2024 – no end date reportedBellport, NY
- Jpmorgan Chase BANK, N.A.Aug 2024 – no end date reportedBellport, NY
- Forest Hills Financial GroupOct 2023 – Aug 2024Melville, NY
- BowleroMar 2024 – May 2025Melville, NY
- The Lenard TeamJan 2023 – Jun 2023Smithtown, NY
- The Trifilo Sales And Marketing Team, Hunt Real EstateOct 2020 – Jan 2023Williamsville, NY
- Asset Recovery Company Of AmericaOct 2018 – Oct 2020Amherst, NY
- Mastermind Toys IncOct 2017 – Jan 2019Cheektowaga, NY
- Asset Recovery Company Of AmericaJan 2017 – Oct 2017Amherst, NY
- UnemployedAug 2014 – Dec 2016Binghamton, NY
- Domus Mea LLCOct 2017 – no end date reportedWilliamsville, NY
- Mastery Enterprises Inc.Apr 2021 – no end date reportedMelville, NY
- Grame Enterprises LLCNov 2020 – no end date reportedCharlestown, MA
Official records & sources
Data as of June 29, 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 R. Silfer 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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