Daniel Jones is a CFP-designated registered investment advisor, based in Hoover, AL, with 19 years of industry experience.
Location
2000 Southlake Park, Suite 200, Hoover, AL, 35244
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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 Chief OPS Officer/Wealth Advisor/Financial Advisor/Independent Investment Adviser at TrueWealth Advisors, dedicating full-time hours to providing advisory services. He is also a licensed insurance producer since 2005, occasionally offering insurance products, and owns rental property, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Truewealth Advisors, LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Investment Advisors
Proequities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations4 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.