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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