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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Aaron Jones is an investment advisor representative with Vivaldi Capital Management LP. Daniel has been working in the financial industry for over 30 years. He has a Series 6, Series 63, and Series 65 licenses. Daniel is a registered Investment Advisor in the state of Illinois. Daniel specializes in providing financial planning, pension consulting, and educational seminars to high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
12/18/2018 - Present
Vivaldi Capital Management LP (CHICAGO IL)
NA
05/18/1987 - 01/20/1988
ROBERT W. BAIRD & CO. INCORPORATED
NA
04/07/1987 - 01/19/1988
NML EQUITY SERVICES, INC.
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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