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John George Daniels

Compass Financial Management LLC

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About John George Daniels

John Daniels is a financial advisor with over 30 years of experience in the industry. John is currently registered with Compass Financial Management LLC and John Daniels CPA, LLC. John is also a Certified Public Accountant (CPA) and has been in the tax preparation business since 2006. John's experience in both financial advisory and tax preparation allows John to provide comprehensive financial planning services to John's clients. John specializes in providing financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

John Daniels is currently registered with Compass Financial Management LLC. Compass Financial Management LLC is an investment advisor registered with the SEC and located in TAMPA, FL. The firm manages approximately $409,358,130 in assets and has 13 licensed agents, 20 investment advisor representatives, and 4 registered representatives. The firm provides financial planning, pension consulting, and portfolio management for individuals. Compass Financial Management LLC serves high-net-worth individuals, corporations, and pension and profit-sharing plans.
Compass Financial Management LLC

2422 W. SUNSET DRIVE

TAMPA, FL 33629

$409.36M

Assets Under Management

Not reported

Total Clients

17

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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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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John Daniels’s Registration & Firm History

FL

10/26/2023 - Present

Compass Financial Management LLC (Sarasota FL)

NA

04/20/1992 - 12/09/1994

H.D. VEST INVESTMENT SECURITIES, INC.

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Licenses & Designations

IA

Issued 09/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/13/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/31/1987

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John George Daniels.
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