Joseph Dante, financial advisor Binghamton NY
90 score

Joseph Dante

CRD Number: 5553891
Current Firm: Edward Jones

Joseph Dante (CRD# 5553891) is an Investment Advisor Representative working at Edward Jones in Binghamton, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Apr 2011 - Current 5
Warren Sunrooms North Tonawanda, NY Aug 2009 - Apr 2011 1
J P Turner & Company LLC Buffalo,, NY Jun 2008 - Apr 2011 2
Wells Fargo Financial Williamsville, NY Jan 2009 - Jul 2009 < 1
M & T Bank New York, NY Jan 2007 - Jun 2008 1
Niagara University Lewiston, NY Sep 2002 - Dec 2006 4
Niagara University Niagara, NY Jul 2002 - Dec 2006 4
Promos Promotional Prd Virginia Beach, VA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Joseph A. Dante
Phone Number: 314-515-2000
Registered State(s):
  • MO
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
90
Clean Record
This advisor has a clean track record with regulators.

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