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Detailed Report
Daniel G. Fagert
DANIEL G FAGERT, DANIEL GARY FAGERT
CRD#: 2809837
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 543 RIFFEL ROAD SUITE B
WOOSTER, OH 44691
Registration History
1996199820002002200420062008201020122014201620182020202220242026IAEDWARD JONES (CRD# 250)2007 - Present (18 years)BEDWARD JONES (CRD# 250)1996 - Present (28 years)
Disclosure(s)
View By:
6/15/2021
Customer Dispute
Closed-No Action
License(s)

State Registrations

B
Arizona 1/5/1998
B
New Mexico 12/2/2010
B
California 1/11/1999
B
New York 5/14/1997
B
Colorado 11/1/2006
B
North Carolina 12/9/2015
B
Connecticut 3/29/2023
B
Ohio 1/8/1997
B
Florida 4/8/1999
IA
Ohio 1/24/2007
B
Georgia 1/8/2013
B
Oregon 6/14/2006
B
Illinois 6/3/2002
B
Pennsylvania 7/12/2005
B
Indiana 6/11/2009
B
South Carolina 8/12/2009
B
Maine 8/31/2022
B
Texas 2/10/2006
B
Maryland 7/18/2007
IA
Texas 2/20/2019
B
Michigan 5/17/2001
B
Virginia 2/28/2003
B
New Jersey 11/12/2013
B
West Virginia 1/31/2000

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
543 RIFFEL ROAD SUITE B, WOOSTER, OH 44691
Registered with this firm since 1/24/2007
B
EDWARD JONES (CRD#:250)
543 RIFFEL ROAD SUITE B, WOOSTER, OH 44691
Registered with this firm since 12/3/1996
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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
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.