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John T
Series 63, Series 65, Series 66
West Caldwell, NJ
J.P. Morgan Securities
John Trabucco is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2006. He holds Series 63, Series 65, and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.
Daniel P
Series 63, Series 65
West Caldwell, NJ
J.P. Morgan Securities
Daniel Pollak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with JPMorgan Securities LLC since 2016. Outside of his advisory role, he is involved in a sports card collecting hobby which he pursues with his son through occasional sales on eBay. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.
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