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

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.