Jonathan Daniels (CRD# 6388436) is an Investment Advisor Representative working at Pnc Investments in Richmond, KY and has over 9 years of experience in the finance industry.
CRD# 5978053
Edward Jones
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Lexington, KY | Jan 2017 - Current | 7 |
| Mass Mutual | Lexington, KY | Jul 2016 - Jan 2017 | < 1 |
| Metlife Securities Inc. | Lexingtobn, KY | Sep 2015 - Jul 2016 | < 1 |
| Northwestern Mutual Investment Services LLC | Lexington, KY | Oct 2014 - Sep 2015 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2014 - Sep 2015 | 1 |
| Unemployed | Lexington, KY | Jun 2014 - Sep 2014 | < 1 |
| Aldi | Lexington, KY | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- KY
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- 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)
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