Kayla Daniels, financial advisor Fort Worth TX

Kayla Daniels

CRD Number: 6663232
Current Firm: Edward Jones

Kayla Daniels (CRD# 6663232) is an Investment Advisor Representative working at Edward Jones in Fort Worth, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St.louis, MO Jul 2019 - Current 2
Edward Jones Mission, KS Jun 2016 - Jul 2019 3
Magnolia Public School District Magnolia, AR Aug 2015 - Jun 2016 < 1
Unemployed Magnolia, AR Jun 2015 - Aug 2015 < 1
Northwest Independent School District Justin, TX Jan 2013 - Jun 2015 2
University Of North Texas Department Of History Denton, TX Mar 2010 - Aug 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Kayla H. Daniels
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
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
  • Pension consulting services
  • 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, WY

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