Daniel S Daily
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 JonesJul 2025 to now
- N/aJul 2024 to Jun 2025
- Mississippi State UniversityAug 2023 to Jun 2024
- Claw ForestryMay 2023 to Aug 2023
- Mississippi State UniversityAug 2022 to May 2023
- Vinco Dirt WorksJun 2022 to Aug 2022
- Mississippi College UniversityAug 2021 to May 2022
- D2 ConstructionJun 2021 to Aug 2021
- Hinds Community CollegeAug 2019 to May 2021
- Warren Central HighschoolMay 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MS, 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
- 8117173
- Firm CRD
- 250