Daniel Jones Email & Phone Number
Wealth Advisor and COO @ TrueWealth Advisors, LLC
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Daniel Jones Location
- Birmingham, AL, US
Daniel Jones Work
- 2019 -now Wealth Advisor and COO @
- 2013 -2019 Director, Platform Services @ National Independent Broker Dealer
- 2012 -2013 Portfolio Analyst @ National Independent Broker Dealer
- 2010 -2012 Private Banker @
- 2005 -2010 Financial Advisor @
Daniel Jones Education
- Auburn University
Finance (Finance)
2001-2005
Daniel Jones Skills
- Portfolio Management
- Retirement Planning
- Wealth Management
- Asset Allocation
- Finance
- Strategic Financial Planning
- Investments
- Mutual Funds
- Investment Advisory
- Estate Planning
- Securities
- Fixed Annuities
- Financial Advisory
- Retirement
- Series 63
- CRPC
- Certified Financial Planner
- Series 7
- Credit
Daniel Jones Summary
- Daniel Jones, based in Birmingham, AL, US, is currently a Wealth Advisor and COO at TrueWealth Advisors, LLC. Daniel Jones brings experience from previous roles at National Independent Broker Dealer, Wells Fargo and Ameriprise Financial Services, Inc.. Daniel Jones holds a 2001 - 2005 Finance in Finance @ Auburn University. With a robust skill set that includes Portfolio Management, Retirement Planning, Wealth Management, Asset Allocation, Finance and more. Daniel Jones has 2 emails and 1 mobile phone numbers on RocketReach.
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