Daniel Wonderly, financial advisor Glendale AZ
88 score

Daniel Wonderly

CRD Number: 6399997
Current Firm: Edward Jones

Daniel Wonderly (CRD# 6399997) is an Investment Advisor Representative working at Edward Jones in Glendale, AZ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2014 - Current 2
Gundlach's Plumbing Heating And Air Conditioning Bakersfield, CA Apr 2008 - Sep 2014 6
Aaron Brothers Bakersfield, CA Nov 2008 - Feb 2009 < 1
Bakersfield Duct Raters Bakersfield, CA Oct 2005 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Daniel N. Wonderly
Phone Number: 314-515-2000
Registered State(s):
  • AZ
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
88
Clean Record
This advisor has a clean track record with regulators.

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