Donald Daniels (CRD# 6675640) is an Investment Advisor Representative working at Daniels D'amelio Investment Management Group, LLC in Jupiter, FL and has over 7 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Daniels D'amelio Investment Management Group, LLC | Jupiter, FL | Apr 2019 - Current | 5 |
| Bank Of America, N.a. | Jupiter, FL | Sep 2016 - Apr 2019 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter, FL | Jun 2016 - Apr 2019 | 2 |
| Wsne - Deutsche Bank | Jacksonville, FL | Jan 2016 - Jun 2016 | < 1 |
| Unemployed - Travel | Jacksonville, FL | Nov 2015 - Dec 2015 | < 1 |
| Bravo Brio Restaurant | Jacksonville, FL | Sep 2015 - Nov 2015 | < 1 |
| University Of North Florida | Jacksonville, FL | Jun 2011 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- FL
- ME
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts146ACCOUNTS
-
Average Account Value$304,365
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, ME, NH
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