Jesse Danielson
Jesse Danielson is a CFP-designated registered investment advisor at Duke and Duke Wealth Management LLC, based in Doylestown, PA, with 9 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 208 clients with $45M 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 | 1.00% |
Fees are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
3359 Durham Road, Suite 100, Doylestown, PA, 18902
Get directionsHistory
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 Activities
Jesse is self-employed as a delivery driver in Wayne, PA since March 2023. This takes about a quarter of his time and does not occur during trading hours.
Employment History
Current Registrations
Duke and Duke Wealth Management LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.