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Daniel Paul Jones
DAN JONES, DANIEL P JONES, DANIEL PAUL JONES, DANIEL JONES
CRD#: 1846908
IA
B
EDWARD JONESCRD#: 250 2707 S 10TH AVE STE 106
CALDWELL, ID 83605
CALDWELL, ID 83605
0
Disclosures
15
Years of Experience
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State Registrations
B
California 3/4/2013
B
Nevada 4/18/2013
B
Florida 6/23/2021
B
Oregon 4/9/2013
IA
Idaho 1/7/2013
B
Utah 6/12/2013
B
Idaho 1/8/2013
B
Washington 6/22/2021
B
Maine 3/13/2017
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 1/7/2013
B
Registered with this firm since 1/7/2013
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/23/2010 - 12/06/2012 | BOISE, ID | |
B | 11/25/2010 - 12/06/2012 | BOISE, ID | |
B | 01/23/1989 - 11/16/1989 | ||
B | 07/07/1988 - 01/26/1989 |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.