Daniel North Manson
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
CFADesignation
$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
12 years in the industry.
- Edward JonesApr 2025 to now
- UnemployedSep 2024 to Apr 2025
- Intel CorpJul 2023 to Sep 2024
- Arizona State UniversityJan 2022 to May 2023
- UnemployedMay 2021 to Oct 2021
- Third Bridge Group LtdJul 2017 to May 2021
- Swarthmore CollegeMay 2014 to Jun 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8074962
- Firm CRD
- 250