Daniel J Rice
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesAug 2022 to now
- Self EmployedJan 2022 to Aug 2022
- SolarwindsMay 2021 to Jan 2022
- CostcoSep 2020 to Feb 2021
- Aptive EnvironmentalJan 2017 to Jun 2020
- Brigham Young UniversityDec 2016 to Apr 2021
- Church of Jesus Christ of Latter Day SaintsJan 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7608767
- Firm CRD
- 250