Daniel Robert Cogan
Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Daniel Robert Cogan? Claim your profile
Contact this firm
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 JonesJan 2022 to now
- Minnesota Life Insurance CompanyJan 2021 to Oct 2021
- Renaissance Financial CorpJan 2021 to Oct 2021
- Securian Financial Services IncDec 2020 to Oct 2021
- Summit Wealth StrategiesJun 2020 to Aug 2020
- Darr Tutoring LLCJan 2020 to Jun 2021
- Parkway Rockwood Community EducationMay 2018 to Jan 2020
- Saint Louis UniversityAug 2017 to May 2021
- De Smet Jesuit High SchoolAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7322192
- Firm CRD
- 250