Daniel Bodnar, financial advisor Oakhurst NJ

Daniel Bodnar

CRD Number: 7414813
Current Firm: Edward Jones

Daniel Bodnar (CRD# 7414813) is an Investment Advisor Representative working at Edward Jones in Oakhurst, NJ 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 Aug 2021 - Current 2
Ge Marlboro, MA Mar 2019 - Aug 2021 2
Astellas Pharmaceuticals Northwell, IL Jul 2018 - Feb 2019 < 1
Zoll Pittsburgh, PA Jan 2017 - May 2018 1
Endo Pharmaceuticals Malvern, PA Apr 2016 - Jan 2017 < 1
Daiichi Sankyo Parsippany, NJ Aug 2008 - Mar 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel Bodnar
Phone Number: 314-515-2000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
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
  • Pension consulting services
  • 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, WY

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