Daniel Jones, financial advisor Hoover AL

Daniel Jones

CRD Number: 5061683
Current Firm: Truewealth Advisors, LLC

Daniel Jones (CRD# 5061683) is an Investment Advisor Representative working at Truewealth Advisors, LLC in Hoover, AL and has over 15 years of experience in the finance industry. Daniel Jones 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.

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Professional Designations
Company Name Location Dates Years
Concourse Financial Group Securities Inc. Birmingham, AL Oct 2021 - Current < 1
Truewealth Advisors, LLC Hoover, AL Sep 2019 - Current 2
Concourse Financial Group Securities Inc. Birmingham, AL Sep 2019 - Oct 2021 2
Proequities, Inc. Birmigham, AL Sep 2012 - Oct 2019 7
Wells Fargo Advisors LLC Birmingham, AL Mar 2010 - Sep 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Daniel R. Jones
Phone Number: 205-588-4800
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $282,914
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, FL, GA, LA, NC, OK, SC, TN, TX

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