Shannon Marie Daily
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
14 years in the industry.
- Edward JonesSep 2022 to now
- Edward JonesJul 2021 to Aug 2022
- Chip CookiesDec 2020 to Feb 2021
- Planet FitnessFeb 2020 to Mar 2020
- Tupelo HoneyJan 2020 to Feb 2020
- Washington State UniversityAug 2019 to Jul 2022
- City of LewistonJun 2019 to Aug 2019
- Asotin County Aquatic CenterJun 2018 to May 2019
- UnemployedAug 2012 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MT, 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
- 7404923
- Firm CRD
- 250