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Timothy Michael Dalton

Edward Jones

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About Timothy Michael Dalton

Timothy Dalton is a financial advisor with Edward Jones. Timothy has been in the financial industry since 1992. Timothy has a Series 7, Series 6, Series 63, Series 65 and Series 66 license. Timothy offers a variety of financial services including financial planning, pension consulting and portfolio management for individuals and businesses. Timothy is also registered to provide investment advisory services in New Jersey and Texas. Previous employers include PNC INVESTMENTS, Innovation Partners LLC, Foreside Fund Services, LLC, Biondo Asset Management LLC, Patrick Capital Markets, LLC, Nexbank Securities Inc, PFPC Distributors, Inc., NYLIFE Distributors LLC, NYLIFE Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Canton Securities, Inc. and First Investors Corporation.

Firm Information

Timothy Dalton 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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Timothy Dalton’s Registration & Firm History

NJ

11/09/2021 - Present

Edward Jones (BRANCHVILLE NJ)

NJ

01/12/2015 - 03/08/2016

PNC INVESTMENTS (BEDMINSTER NJ)

NC

12/17/2013 - 02/18/2015

INNOVATION PARTNERS LLC (CHARLOTTE NC)

ME

04/18/2013 - 09/03/2013

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

PA

09/10/2012 - 01/07/2013

BIONDO ASSET MANAGEMENT LLC (MILFORD PA)

MO

06/15/2010 - 09/05/2012

PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)

TX

08/01/2006 - 12/04/2009

NEXBANK SECURITIES INC (DALLAS TX)

ME

03/21/2005 - 08/02/2006

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

NJ

01/29/2000 - 09/24/2004

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

NY

06/10/1998 - 02/09/2000

NYLIFE SECURITIES INC. (NEW YORK NY)

NY

08/30/1991 - 04/01/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

02/28/1991 - 09/16/1991

CANTON SECURITIES, INC.

NA

03/13/1987 - 11/10/1987

FIRST INVESTORS CORPORATION

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Licenses & Designations

BOTH

Issued 11/18/2014

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/20/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1991

Series 7 - General Securities Representative Examination

BC

Issued 03/12/1987

Series 6 - Investment Company Products/Variable Contracts 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 no public disclosures for Timothy Michael Dalton.
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