Daniel Jankelunas, financial advisor Coral Springs FL

Daniel Jankelunas

CRD Number: 2460695
Current Firm: Client First Financial Advisors, LLC

Daniel Jankelunas (CRD# 2460695) is an Investment Advisor Representative working at Client First Financial Advisors, LLC in Coral Springs, FL and has over 29 years of experience in the finance industry. Daniel Jankelunas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Client First Financial Advisors LLC Coral Springs, FL Oct 2004 - Current 19
Spectrum Beneficial Services Inc. Coral Springs, FL Dec 1993 - Current 30
Big Red Properties Coral Springs, FL Apr 2009 - Dec 2015 6
Maxximus Group Coral Springs, FL Jan 2005 - Dec 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination Aug 1994
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel T. Jankelunas
Phone Number: 954-757-0940
Registered State(s):
  • FL
Current Firm Details
Client First Financial Advisors, LLC
Firm's CRD Number: 141995
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $265,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL

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