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Jerad S Daniels

Edgerock Wealth Management

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About Jerad S Daniels

Jerad Daniels is a financial advisor who is registered with the state of Colorado. Jerad is currently employed by Edgerock Wealth Management, a firm based in Denver, Colorado. Jerad specializes in providing portfolio management for businesses and individuals. Jerad has held previous positions with Charles Schwab & Co., Inc., DeMarche Associates, O'Reilly Auto Parts, and Missouri State University. Jerad is licensed to sell securities in Colorado and has a Series 63, Series 65, Series 7, and SIE license. Jerad has been active in the financial industry since 2017.

Firm Information

Jerad Daniels is currently registered with Edgerock Wealth Management. Edgerock Wealth Management is a registered investment advisor based in Denver, CO. They provide portfolio management services for individuals and businesses. Their website addresses include links to their social media pages, including Instagram, YouTube, Twitter, Facebook, and LinkedIn. Edgerock Wealth Management has 8 licensed agents, 9 investment advisor representatives, and manages approximately $470.48 million in assets. They offer financial planning, educational seminars, and portfolio management services for businesses and individuals.
Edgerock Wealth Management

7001 EAST BELLEVIEW AVE

DENVER, CO 80237

$470.48M

Assets Under Management

Not reported

Total Clients

10

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Jerad Daniels’s Registration & Firm History

CO

08/23/2023 - Present

Edgerock Wealth Management (DENVER CO)

CO

08/30/2022 - 01/11/2023

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

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Licenses & Designations

IA

Issued 04/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerad S Daniels.
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