Daniel Myers, financial advisor Windsor CA
93 score

Daniel Myers

CRD Number: 5556885
Current Firm: Edward Jones

Daniel Myers (CRD# 5556885) is an Investment Advisor Representative working at Edward Jones in Windsor, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Sep 2008 - Current 8
Edward Jones Novato, CA Jun 2008 - Sep 2008 < 1
Pine Creek Properties Santa Rosa, CA Oct 2006 - Sep 2008 1
Manzanita Restaurant Healdsburg, CA Jan 2008 - Jun 2008 < 1
New Vintage Church Santa Rosa, CA Oct 2006 - Jan 2008 1
Manzanita Restaurant Healdsburg, CA Apr 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Daniel A. Myers
Phone Number: 314-515-2000
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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