Daniel Welker
Investment adviser representative at Edward Jones
19 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$1TFirm assets
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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
19 years in the industry.
- Edward JonesMar 2025 to now
- Huntington Private BankJul 2021 to Mar 2025
- North Point Portfolio Managers CorporationNov 2016 to Jun 2021
- Daniel Welker RentalNov 2007 to Mar 2025
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 4550410
- Firm CRD
- 250