Daniel Jones
Investment adviser representative at Echo Financial Advisors, LLC
14 yearsExperience
1 stateRegistered in
$24KFirm assets
2 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 assetsSubscription
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Echo Financial Advisors, LLCSep 2024 to now
- Echo Financial Holdings Inc.Jan 2023 to now
- Seeking AlphaAug 2014 to now
- KingscrowdSep 2019 to Sep 2021
- Avaring Capital AdvisorsFeb 2012 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (OH).
Echo Financial Advisors, LLC
$24KAssets managed
2Clients
1Advisers
2 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
- 6011915
- Firm CRD
- 325170