Jesse Danielson (CRD# 6353232) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 7 years of experience in the finance industry.
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2629855
Investment Management & Planning LLC
CRD# 1982803
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self-employed | Wayne, PA | Mar 2023 - Current | 1 |
| The Vanguard Group, Inc. | Malvern, PA | Feb 2021 - Current | 3 |
| Unemployed | Wayne, PA | Nov 2020 - Feb 2021 | < 1 |
| Raymond James & Associates | Philadelphia, PA | May 2019 - Nov 2020 | 1 |
| D.k. Brede Investment Management | Needham, MA | Feb 2015 - May 2019 | 4 |
| Wheaton College | Norton, MA | Aug 2011 - May 2015 | 3 |
| Coca Cola Bottling Company Of Northern New England | Colchester, VT | May 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- PA
- TX
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Total Assets Under Management333,067MILLIONS
-
Total Number of Accounts804,462ACCOUNTS
-
Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
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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