Dana Manley
Investment adviser representative at Edward Jones
7 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Edward JonesAug 2018 to now
- USAA Investment ManagementJan 2018 to May 2018
- USAA Financial Advisors IncSep 2011 to May 2018
- USAA Financial Planning ServicesSep 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2854827
- Firm CRD
- 250