Justin Daniels
Investment adviser representative at Saturna Capital Corporation
13 yearsExperience
1 stateRegistered in
$10.5BFirm assets
36 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Saturna Brokerage ServicesOct 2023 to now
- Saturna Capital CorporationOct 2023 to now
- UnemployedApr 2023 to Oct 2023
- Nelsons MarketMar 2023 to Apr 2023
- Mt. Bakery CafeApr 2022 to Mar 2023
- The LoftJan 2022 to Apr 2022
- Trek Bicycle CorporationApr 2020 to Mar 2023
- Hoagtech HydroponicsSep 2019 to Jan 2020
- Plaine and SonJun 2018 to Sep 2018
- Western Washington UniversitySep 2017 to Jun 2022
- ZumiezMay 2017 to Sep 2017
- UnemployedOct 2016 to May 2017
- La Salle InstituteOct 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Saturna Capital Corporation
$10.5BAssets managed
104Clients
34Advisers
36 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
- 7807424
- Firm CRD
- 25586