Daniel J Carroll
Investment adviser representative at Edward Jones
17 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
17 years in the industry.
- Edward JonesJan 2026 to now
- Force 10 HoopsMay 2024 to Sep 2024
- Broadleaf ResultsOct 2023 to Jan 2026
- SalesforceNov 2020 to Jul 2024
- Seattle MarinersMar 2019 to Sep 2023
- Boeing Employees Credit UnionDec 2017 to Jan 2020
- University of WashingtonSep 2015 to Jan 2026
- Capital OneMar 2012 to Jul 2017
- Seattle Pacific UniversitySep 2009 to Jan 2026
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6029151
- Firm CRD
- 250