Daniel Jeffries is a registered investment advisor, based in Austin, TX, with 5 years of industry experience.
Location
6300 Bee Cave Road, Building One, Austin, TX, 78746
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Dimensional Fund Advisors LP
August 2021 - Present · 4 yrs 11 mos
Dfa Securities LLCBroker
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
January 2021 - July 2021 · 6 mos
Fidelity Brokerage Services LLCBroker
November 2020 - July 2021 · 8 mos
State Registrations49 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.