Daniel Jones
Daniel Jones is a registered investment advisor at Raymond James & Associates, INC., based in Jenkintown, PA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
One Pitcairn Place, 165 Township Line Rd, Suite 1500, Jenkintown, PA, 19046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the owner of RLB Holdings LLC, a real estate holding company he owns with his wife. He dedicates minimal time to this business, which is managed by his CPA.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Janney Montgomery Scott LLCBroker
Painewebber IncorporatedBroker
Janney Montgomery Scott INC.Broker
State Registrations49 states
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