Danelle Dix, financial advisor Jackson CA

Danelle Dix

CRD Number: 4707037
Current Firm: Edward Jones

Danelle Dix (CRD# 4707037) is an Investment Advisor Representative working at Edward Jones in Jackson, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Danelle R. Dix
Phone Number: 314-515-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
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
  • Pension consulting services
  • 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, WY

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