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Daniel Abbott

Edward Jones

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About Daniel Abbott

Daniel Abbott is a financial advisor with Edward Jones. Daniel has been in the financial industry since 1991. Daniel has a strong background in financial planning and portfolio management. Daniel is also a Certified Financial Planner. Daniel's experience includes working for several well-known financial firms, including Morgan Stanley, Citigroup Global Markets, and Wachovia Securities. Daniel has a broad range of experience working with individuals, families, businesses, and retirement plans. Daniel provides financial advice to clients in Washington, Texas, and other states.

Firm Information

Daniel Abbott is currently registered with Edward Jones. Edward Jones is a financial services firm headquartered in St. Louis, Missouri, that offers investment management and financial planning services to individuals, families, and businesses. Founded in 1941, the firm has a nationwide network of over 19,832 licensed agents and 22,210 registered representatives. Edward Jones manages approximately $10 billion to $50 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Edward Jones is registered with the Securities and Exchange Commission and holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
Edward Jones

12555 MANCHESTER RD

ST. LOUIS, MO 63131

$824.99B

Assets Under Management

27,895

Total Clients

22,064

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d - miscellaneous

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Daniel Abbott’s Registration & Firm History

WA

11/27/2017 - Present

Edward Jones (SEQUIM WA)

SC

06/01/2009 - 11/27/2017

MORGAN STANLEY (GREENVILLE SC)

SC

08/01/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (GREENVILLE SC)

SC

06/15/2002 - 08/04/2008

WACHOVIA SECURITIES, LLC (GREENVILLE SC)

NC

02/14/2000 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NC

02/04/1997 - 02/14/2000

WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)

CA

02/16/1995 - 02/05/1997

JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)

AZ

10/07/1994 - 11/23/1994

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

02/15/1988 - 01/18/1989

SHEARSON LEHMAN HUTTON INC.

NA

01/13/1986 - 02/15/1988

E. F. HUTTON & COMPANY INC

NA

04/24/1985 - 01/24/1986

MARION BASS SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 08/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/14/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 4 public disclosures for Daniel Abbott. Review regulatory record here.
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