Daniel Jacus is a CFP-designated registered investment advisor, based in Louisville, KY, with 10 years of industry experience.
Location
10200 Forest Green Blvd., Suite 407, Louisville, KY, 40223
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
Daniel is an independent contractor and owner at Harmony Wealth Partners, focusing on financial planning services. He also has a single-member LLC, Jacus, LLC, established in conjunction with his advisory practice, requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations20 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.