Jared McDaniel, financial advisor Lake Mary FL
96 score

Jared McDaniel

CRD Number: 5402250
Current Firm: City National Rochdale

Jared McDaniel (CRD# 5402250) is an Investment Advisor Representative working at City National Rochdale in Lake Mary, FL and has over 8 years of experience in the finance industry. Jared McDaniel 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
Sentinel Financial Services Company Montpelier, VT Sep 2012 - Current 4
Deutsche Bank Securities Inc. New York, NY Aug 2005 - Aug 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
Contact Info for Jared R. McDaniel
Phone Number: 212-702-3500
Firm Website: http://cnr.com/
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    27,722
    MILLIONS
  • Total Number of Accounts
    16,972
    ACCOUNTS
  • Average Account Value
    $1,633,388
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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