Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Erwin Jacus is a financial advisor who has been in the industry since 2015. He is currently registered with Raymond James Financial Services Advisors, Inc. and is a Certified Financial Planner. Daniel provides financial planning, investment planning, tax planning, and estate planning services. Daniel is also a Registered Representative and Investment Advisor Representative. He is registered to conduct business in over 20 states.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
KY
07/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (Louisville KY)
KY
01/30/2019 - 06/08/2023
RAYMOND JAMES & ASSOCIATES, INC. (Louisville KY)
KY
03/23/2015 - 02/05/2019
J.P. MORGAN SECURITIES LLC (LOUISVILLE KY)
BOTH
Issued 04/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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