Daniel Norris Jones
Investment adviser representative at Cooper/haims Advisors, LLC
12 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$1.2BFirm 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 assetsHourlyFixed or flat fee
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.
- Cooper/haims Advisors, LLCDec 2018 to now
- Nixon Peabody Financial Advisors, LLCDec 2014 to Nov 2018
- Nixon Peabody, LLPDec 2014 to Nov 2018
Designations
- PFS
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cooper/haims Advisors, LLC
$1.2BAssets managed
527Clients
9Advisers
23 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
- 5103145
- Firm CRD
- 124122