Daniel Jew, financial advisor Alameda CA
93 score

Daniel Jew

CRD Number: 5503709
Current Firm: Edward Jones

Daniel Jew (CRD# 5503709) is an Investment Advisor Representative working at Edward Jones in Alameda, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St.louis, MO Jul 2008 - Current 8
Fic San Diego, CA Mar 2008 - Jul 2008 < 1
San Diego State University San Diego, CA Aug 2003 - May 2008 4
Piedmont School District Piedmont, CA Jun 2005 - Aug 2007 2
Super Kids Camp San Diego, CA Jun 2005 - Aug 2007 2
Abercrombie & Fitch San Diego, CA Oct 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Daniel T. Jew
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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