Jerad Daniels Location
Denver, CO, US
Jerad Daniels Work
- 2025 - now Financial Advisor @ EdgeRock Wealth Management
- 2024 - 2025 Financial Planner @ EdgeRock Wealth Management
- 2023 - 2024 Paraplanner @ EdgeRock Wealth Management
- 2022 - 2022 Licensed Financial Services Representative @ Charles Schwab
- 2022 - 2022 Associate Financial Services Representative @ Charles Schwab
- 2021 - 2021 Investment Research Analyst Intern @ DeMarche
- 2021 - 2021 Accounts Receivable Payment Processing Technician @ O'Reilly Auto Parts
- 2019 - 2020 Vice President @ Sigma Chi Fraternity
- 2019 - 2020 SOAR Leader @ Missouri State University
- 2018 - 2019 Treasurer @ Sigma Chi Fraternity
Jerad Daniels Education
- Missouri State University
Masters of Business Administration
2020 - 2021 - Missouri State University
Bachelor's degree (Finance, General)
2017 - 2020 - Rennes School of Business
(Finance and Business)
2019 - 2019
Jerad Daniels Skills
- Financial Services
- Insurance
- Fundamental Analysis
- Technical Analysis
- Organization Skills
- Problem Solving
- Leadership Accountability
Jerad Daniels Summary
Jerad Daniels, based in Denver, CO, US, is currently a Financial Advisor at EdgeRock Wealth Management. Jerad Daniels brings experience from previous roles at EdgeRock Wealth Management and Charles Schwab. Jerad Daniels holds a 2020 - 2021 Masters of Business Administration @ Missouri State University. With a robust skill set that includes Financial Services, Insurance, Fundamental Analysis, Technical Analysis, Organization Skills and more. Jerad Daniels has 1 emails and 1 mobile phone numbers on RocketReach.
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Top EdgeRock Wealth Management Employees
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Kyle Gerken
Financial Advisor at EdgeRock Wealth Management
Denver, CO, US14 -
Ryan McKown
Financial Planner at EdgeRock Wealth Management
Denver, CO, US1 -
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Mac Willis
Operational Specialist at EdgeRock Wealth Management
Englewood, CO, US2 -
Kelley O'Dell
Client Service Manager at EdgeRock Wealth Management
Englewood, CO, US15+ -
Tyler O'Dell
Financial Advisor at EdgeRock Wealth Management
Grand Junction, CO, US12 -
Pierce Aichinger
Lead Analyst at EdgeRock Wealth Management
Denver, CO, US1
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