Jacqueline Daniels, financial advisor Dallas TX

Jacqueline Daniels

CRD Number: 6142807
Current Firm: Mercer Global Advisors Inc.

Jacqueline Daniels (CRD# 6142807) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Dallas, TX and has over 11 years of experience in the finance industry. Jacqueline Daniels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. Dallas, TX May 2022 - Current 1
Mercer Global Advisors Dallas, TX Oct 2021 - May 2022 < 1
Quest Capital Management, Inc. Dallas, TX Jan 2020 - Oct 2021 1
Raymond James Financial Services, Inc. Dallas, TX Jan 2020 - Apr 2021 1
Fsc Securities Corp Frisco, TX Feb 2017 - Dec 2019 2
Brennan Wealth Advisors, LLC Frisco, TX Jan 2017 - Dec 2019 2
Unemployed Plano, TX Dec 2016 - Jan 2017 < 1
Strategic Financial Planning Plano, TX Aug 2016 - Dec 2016 < 1
Commerce Brokerage Services, Inc. Manhattan, KS May 2014 - Jul 2016 2
Edward Jones Wamego, KS Dec 2012 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Jacqueline S. Daniels
Phone Number: 888-565-1681
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    35,142
    MILLIONS
  • Total Number of Accounts
    76,213
    ACCOUNTS
  • Average Account Value
    $461,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, WY

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