Daniel Jewell
Daniel Jewell is a registered investment advisor at Jewell Wealth Management INC., based in Tucson, AZ, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Location
Tucson, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the proprietor/owner of Jewell Financial & Insurance Solutions Inc., an insurance sales business, since 1994. He dedicates a few hours per week to this activity, including time during securities trading hours.
Employment History
Current Registrations
Jewell Wealth Management INC.
Previous Registrations
Horter Investment Management, LLC
Jewell Financial Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.