Daniel Baratz (CRD# 5430484) is an Investment Advisor Representative working at Edward Jones in Cherry Hill, NJ and has over 16 years of experience in the finance industry. Daniel Baratz 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Jun 2022 - Current | 1 |
Zenith Tax & Accounting LLC | Marlton, NJ | Jul 2017 - Current | 6 |
Dbg Worldwide LLC | Cherry Hill, NJ | Jul 2016 - Current | 7 |
Ld Travel LLC | Cherry Hill, NJ | Aug 2012 - Current | 11 |
Zenith Financial Group LLC | Marlton, NJ | Jan 2020 - Jun 2022 | 2 |
Sowell Management Services | North Little Rock, AR | Feb 2018 - Jun 2022 | 4 |
Daniel L Wolf & Associates | Marlton, NJ | Jan 2018 - Apr 2018 | < 1 |
American Portfolios Financial Services Inc. | Holbrook, NY | Nov 2011 - Feb 2018 | 6 |
Daniel Baratz Group LLC | Philadelphia, PA | Dec 2010 - Feb 2018 | 7 |
Wb Resorts Development LLC | Marlton, NJ | Jul 2006 - Dec 2017 | 11 |
Baratz & Associates Pa | Marlton, NJ | Feb 2008 - Jun 2017 | 9 |
Cora Capital Advisors LLC | Marlton, NJ | Sep 2007 - Jun 2017 | 9 |
Mychinoki.com Inc. | Philadelphia, PA | Oct 2010 - Dec 2014 | 4 |
Pillar Benefits LLC | Marlton, NJ | Jun 2008 - Nov 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
S63 | Uniform Securities State Law Examination | Nov 2022 |
- NJ
- TX
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Total Assets Under Management593,127MILLIONS
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Total Number of Accounts4,558,331ACCOUNTS
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Average Account Value$130,119
- A percentage of assets under your management
- Other
- 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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