Daniel R Waldman
Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Edward JonesNov 2025 to now
- UnemployedMar 2025 to Oct 2025
- Cantey Tech ConsultingApr 2024 to Feb 2025
- UnemployedDec 2023 to Apr 2024
- InsperityAug 2018 to Dec 2023
- Casa De MontecristoJul 2018 to Aug 2018
- 1st Global CapitalApr 2018 to Jul 2018
- UnemployedOct 2017 to Apr 2018
- Bfs CapitalNov 2014 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 3038339
- Firm CRD
- 250