Daniel YoungCRD Number: 5902119
Current Firm: Edward Jones
Daniel Young (CRD# 5902119) is an Investment Advisor Representative working at Edward Jones in North East, PA and has over 6 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
H. Beck, Inc.
Hbks Wealth Advisors
|Edward Jones||St Louis, MO||Mar 2014 - Current||3|
|General Mclane High School||Edinboro, PA||Aug 2010 - Current||7|
|Pnc Bank||Erie, PA||Mar 2011 - Mar 2014||3|
|Executive Health Group Inc.||Sharon, PA||Jun 2009 - Mar 2011||1|
|Bankers Life And Casualty||Erie, PA||Mar 2008 - Jun 2009||1|
|Young Electric||Erie, PA||Apr 2001 - Mar 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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