Unclaimed Profile

Daniel Robert Deegan

CHASE INVESTMENT SERVICES CORP.·CHICAGO, Illinois

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 6524 years registeredCHASE INVESTMENT SERVICES CORP.

300 SOUTH RIVERSIDE PLAZA, CHICAGO, IL 60606-2003CRD# 1143339Firm CRD# 25574

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Robert Deegan · CHICAGO, IL

Registration

CRD #1143339 · CHASE INVESTMENT SERVICES CORP. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHASE INVESTMENT SERVICES CORP.

J.P. MORGAN SECURITIES LLC

Oct 2012 – Nov 2024

Manasquan, NJ

J. P. MORGAN SECURITIES INC.

Sep 2006 – Oct 2006

NEW YORK, NY

CHASE INVESTMENT SERVICES CORP.

Aug 2004 – Oct 2012

NEW YORK, NY

JPMORGAN SECURITIES INC

May 2002 – Sep 2006

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · May 30, 2002

Years registered · 24

Disclosure History

1992Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CHASE INVESTMENT SERVICES CORP.

CRD 25574 · SEC 801-36407

AUM

$29.9B

Regulatory assets under management

Employees

1,000

182,239 client accounts

Services offered by CHASE INVESTMENT SERVICES CORP.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CHASE INVESTMENT SERVICES CORP. →

Introduction

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Frequently Asked Questions

What services does Daniel Robert Deegan offer?

Daniel Robert Deegan specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Daniel Robert Deegan's credentials?

Daniel Robert Deegan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Robert Deegan located?

Daniel Robert Deegan is based in CHICAGO, Illinois, last registered with CHASE INVESTMENT SERVICES CORP..

How does Daniel Robert Deegan charge for services?

Daniel Robert Deegan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHASE INVESTMENT SERVICES CORP.?

CHASE INVESTMENT SERVICES CORP. has approximately 1000 employees and manages $29.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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