Daniel PozoDaniel PozoSenior AssociateInvestment Associate
About Daniel
Daniel Pozo is a Senior Associate and Investment Associate at J.P. Morgan Wealth Management.
As a member of The SKS Group, Daniel provides operational and administrative support for high-net-worth clients and private business owners. Daniel's responsibilities include operations to implement complex investment solutions, facilitate performance reporting and administering various ad hoc requests. He works diligently to deliver an excellent customer experience. He joined J.P. Morgan Wealth Management in April 2023 and currently holds a FINRA Series 6, 7 and 66 securities licenses.
Daniel graduated from Florida Atlantic University with a B.B.A. in Economics and a minor in Finance. He began his career in 2019 with JPMorgan Chase Bank, N.A. assisting clients in the Consumer & Community Bank where he gained valuable relationship management experience while helping clients at various stages of their financial lives.
He lives in West Palm Beach and enjoys spending time with his family, running, hiking and camping.
Insights
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