AD
CFP
AD
CFP

Aaron Bryce Daniel

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22592 advisors
Number of Clients
3,743,795 clients
Average Client Portfolio
$220K average
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

820 S Friendswood Dr, Suite 106, Friendswood, TX, 77546

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History

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.

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Employment History
Current Registrations
Edward Jones
October 2018 - Present · 7 yrs 4 mos
Edward JonesBroker
September 2018 - Present · 7 yrs 5 mos
State Registrations11 states
ALCACOCTILMNMOMSSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Bryce Daniel - Financial Advisor | TrueAdvisor