Daniel MorrisCRD Number: 6371929
Current Firm: Edward Jones
Daniel Morris (CRD# 6371929) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Edward Jones||St Louis, MO||Jul 2014 - Current||3|
|Unemployed||Ballwin, MO||Sep 2012 - Jun 2014||1|
|Inside Columbia Missouri||Columbia, MO||Jun 2012 - Aug 2012||< 1|
|Unemployed||Ballwin, MO||Oct 2011 - May 2012||< 1|
|Midwest Pool Management||Chesterfield, MO||May 2009 - Aug 2011||2|
|University Of Missouri - Columbia||Columbia, MO||Jan 2011 - May 2011||< 1|
|Unemployed||Ballwin, MO||Aug 2008 - Apr 2009||< 1|
|Sears Holding Co||Wilimington, DE||Jul 2007 - Aug 2008||1|
|Unemployed||Wilmington, DE||Jul 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
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