Daniel Jackson, financial advisor Omaha NE
88 score

Daniel Jackson

CRD Number: 6316110
Current Firm: Edward Jones

Daniel Jackson (CRD# 6316110) is an Investment Advisor Representative working at Edward Jones in Omaha, NE and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2014 - Current 2
Sirius Computer Solutions Omaha, NE Apr 2011 - Apr 2014 3
Sirius Computer Solutions Omaha, NE Nov 2010 - Apr 2011 < 1
Msi Systems Integrators Omaha, NE Jun 2008 - Nov 2010 2
West Corporation Omaha, NE Jun 2007 - Jun 2008 1
Omnium Worldwide, Inc. Omaha, NE Mar 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Daniel Jackson
Phone Number: 314-515-2000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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