Daniel PozoDaniel PozoAssociateInvestment Associate
About Daniel
Daniel Pozo is an Investment Associate at J.P. Morgan Wealth Management.
As a member of The SKS Group, he provides operational and administrative support for high-net-worth clients and private business owners. Daniel's responsibilities include onboarding procedures, monitoring transactions and ad hoc requests. He works diligently to deliver an excellent customer experience.
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 J.P. Morgan Chase Bank, N.A. assisting clients in the Consumer & Community bank where he gained valuable relationship management experience helping clients with their everyday banking needs at various stages of their financial lives. He joined J.P. Morgan Wealth Management in April 2023 and is an important member of the team.
Daniel currently holds a FINRA Series 6 securities license. He is actively studying for the FINRA Series 7 and 66. Also, Daniel recently completed the required coursework for the CERTIFIED FINANCIAL PLANNING® designation and he intends to sit for the exam after finishing the FINRA securities licensing exams.
He lives in West Palm Beach and in his free time, enjoys running, hiking and camping, and spending time with his family.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
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May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now