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Daniel Tumba, CFP®, CIMA®, CPWA®

Daniel Tumba

Vice President

Daniel Tumba is a Vice President, Financial Advisor and Portfolio Manager with J.P. Morgan Securities, the wealth management division of J.P. Morgan. He is head of wealth strategies and financial planning for The Tiano Group.

Daniel works closely with families to help identify the core values and philosophies that drive their investment decision making and form their desires around creating a family legacy. He uses portfolio management and planning strategies along with the world-class resources of J.P. Morgan—tax, trust and estate planning, as well as banking, credit and lending—to help manage the complexities of considerable wealth.

As a Portfolio Manager, Daniel has the ability to act as a fiduciary, taking discretion over client assets to better ensure they remain on track within their financial plan. He is among a select group of advisors in the firm who have undergone a comprehensive screening and due diligence process to be allowed to manage discretionary client assets.¹

Daniel has been with JPMorgan Chase & Co. since 2007 and with The Tiano Group since 2008. A graduate of University of Florida, Daniel studied Business Administration with a focus in Economics. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Investment Management Analyst® professional and a Certified Private Wealth Advisor® professional. He earned his CFP® designation after studying Financial Planning at Boston University and his CIMA® and CPWA® designations after studying Investment Management and Private Wealth Advisory at the University of Chicago’s Booth School of Business.

Daniel currently serves on the Trade and Government Relations Committee for The Swedish American Chamber of Commerce Fort Lauderdale & Palm Beach and on the Board of Directors, Nominating Committee and Young Leadership Committee for JDRF. He was a founding member and director of the Sven Tumba Education Fund, a family charity that provides educational opportunities for children around the world through the use of sports and social involvement programs.

He lives in Jupiter, Florida, with his wife, Tiffany, and their two sons. His interests include golf, cooking, collegiate sports and working with children.

Phone: 561.694.5670
Fax: 561.952.4285
Email: daniel.tumba@jpmorgan.com

Registered States: AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, V.I., WA, WV, WI, WY

¹Member of the J.P. Morgan Securities Portfolio Manager Program.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities LLC and Clearing and Custody by J.P. Morgan Clearing Corp., both are members of FINRA and SIPC. J.P. Morgan Securities LLC and J.P. Morgan Clearing Corp are affiliates of JPMorgan Chase Bank, N.A.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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