Dana OrnelasCRD Number: 5380534
Current Firm: Edward Jones
Dana Ornelas (CRD# 5380534) is an Investment Advisor Representative working at Edward Jones in Gladwin, MI and has 1 year of experience in the finance industry.
Ameriprise Financial Services, LLC
|Edward Jones||St Louis, MO||Jun 2007 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
Total Assets Under Management593,127MILLIONS
Total Number of Accounts4,558,331ACCOUNTS
Average Account Value$130,119
- A percentage of assets under your management
- 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)
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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