Daniel Jones, financial advisor Caldwell ID
81 score

Daniel Jones

CRD Number: 1846908
Current Firm: Edward Jones

Daniel Jones (CRD# 1846908) is an Investment Advisor Representative working at Edward Jones in Caldwell, ID and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2013 - Current 3
Unemployed Meridian, ID Dec 2012 - Jan 2013 < 1
Merrill Lynch Boise, ID Sep 2010 - Nov 2012 2
Unemployed Meridian, ID Jul 2010 - Sep 2010 < 1
Internet Identity Meridian, ID Nov 2007 - Jul 2010 2
Unemployed Meridian, ID Jul 2007 - Nov 2007 < 1
Bd Brandprotect Meridian, ID Mar 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S66 NASAA Uniform Combined State Law Examination Dec 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Daniel P. Jones
Phone Number: 314-515-2000
Registered State(s):
  • ID
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
81

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