About Daniel

Daniel Pozo is a Investment Associate with J.P. Morgan Wealth Management.

As a member of the Sylvia 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 JP 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 CERTIFIED FINANCIAL PLANNER™ (CFP®) required coursework 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 & camping, and spending time with his family.

Insights

Investing

Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Investing

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
Investing

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.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.