Profiel
Mr. Daniel J.
Grover is a Wealth Manager at First Republic Investment Management, Inc. He is also a Managing Director of the firm.
Prior to joining First Republic in 2012, Mr. Grover was a partner and Director of Investment Services at Astera Financial Group, LLC where he also served as President and Chief Compliance Officer.
Immediately prior to joining Astera in 2008, he was a Senior Vice President and Regional Sales Manager with Wells Fargo Investments, LLC.
In that role, Mr. Grover directed a team of advisors that managed assets totaling in excess of one billion dollars.
Prior to becoming a Regional Sales Manager, he was a Private Client Manager for Wells Fargo where he worked directly with clients in developing their investment strategies and provided them with comprehensive investment and financial advice.
Mr. Grover received a Bachelor of Arts in Economics as well as a Bachelor of Arts in European History from the University of California at Santa Cruz.
He is an Accredited Investment Fiduciary designee and a CERTIFIED FINANCIAL PLANNER professional.
Eerdere bekende functies van Daniel Justin Grover
| Bedrijven | Functie | Einde |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portefeuillebeheerder-Aandelen | 01-01-2021 |
Astera Financial Group LLC
 Astera Financial Group LLC Investment ManagersFinance Astera Financial Group LLC provides investment advice. The American company was founded by Brian Thomas Corley. | Corporate Officer/Principal | 31-12-2011 |
Wells Fargo Investments LLC
 Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Corporate Officer/Principal | - |
Opleiding van Daniel Justin Grover
| University of California, Santa Cruz | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Wells Fargo Investments LLC
Wells Fargo Investments LLC Investment ManagersFinance Founded in 2000, Wells Fargo Investments LLC is a registered investment advisor headquartered in San Francisco. The firm is a subsidiary of Wells Fargo & Co., Inc. (NYSE: WFC). Wells Fargo Investments provides services to individuals, including high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Astera Financial Group LLC
Astera Financial Group LLC Investment ManagersFinance Astera Financial Group LLC provides investment advice. The American company was founded by Brian Thomas Corley. | Finance |
