Managing Director Head of Investments
Dan Larner is a Managing Director and Head of Investments at J.P. Morgan Private Bank in Indianapolis, IN. His primary focus is identifying the goals, objectives and risk tolerance of his clients and their investment portfolios. Once determined, he can recommend the appropriate portfolio allocation utilizing public equity, fixed income, alternative investments, derivatives and currencies. In addition, he works in close coordination with other specialists on the J.P. Morgan team to provide comprehensive wealth management capabilities that help clients meet their financial goals.
Dan has 14 years of experience in meeting clients’ investment needs, as well as those of their businesses or professions. He began his career with J.P. Morgan in 2004 as an Analyst in New York City. In 2006, he accepted a position with the J.P. Morgan Private Banking team in Chicago. In 2011, Dan returned to Indiana and joined the J.P. Morgan Private Banking team in Indianapolis.
Dan currently holds Series 7, Series 63, Series 9 and Series 10 securities certifications. He is a 2015 graduate of the United Way of Central Indiana’s leadership development program Leadership United, and sits on the board of directors for Indiana Connected By 25.
Dan holds a B.S. in Finance and International Studies from Indiana University.
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.