Daniel Jagd (CRD# 5152633) is an Investment Advisor Representative working at Compound Capital LLC in Highlands Ranch, CO and has over 17 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Temp Keys LLC | Las Vegas, NV | Feb 2023 - Current | 1 |
| Compound Capital LLC | Highlands Ranch, CO | Apr 2021 - Current | 3 |
| Uber | San Francisco, CA | Nov 2021 - Dec 2023 | 2 |
| Lyft | San Francisco, CA | Nov 2021 - Dec 2023 | 2 |
| Empire Hospitality | Greenwood Village, CO | Nov 2021 - Mar 2023 | 1 |
| Osnap Real Estate Photography | Lone Tree, CO | May 2020 - Feb 2023 | 2 |
| Acn | Lone Tree, CO | Apr 2019 - Sep 2021 | 2 |
| Travelers Haven | Denver, CO | Dec 2011 - Apr 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- CA
- CO
- TX
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$66,447
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CO, TX
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