Daniel PozoDaniel PozoInvestment Associate
About Daniel
Daniel Pozo is an Investment Associate at J.P. Morgan Wealth Management.
As a member of The Sylvia Wealth Management 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 the FINRA Series 6, 7 and 66 securities licenses. Also, Daniel recently completed the CERTIFIED FINANCIAL PLANNER™ required coursework and intends to sit for the CFP® exam.
Daniel lives in West Palm Beach and in his free time, enjoys running, hiking and camping, and spending time with his family.
Insights
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October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowFourth-quarter forecast: 3 things that could affect markets
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