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About this Advisor
Daniel Brooks is a financial advisor who works in Carlsbad, California, with 11 years in the industry. Brooks is on the advisory team at Edward Jones. During their career, the advisor has held roles at Edward Jones, Bryson Financial, Westpac Wealth Partners/Guardian Life, Petroleum Solutions Technology and Nutech Energy Alliance. Brooks holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Edward Jones is a company headquartered in Carlsbad, California. It has offices in 13,586 locations and a total of 23,408 advisors. It handles $329 billion in total assets between its 3,047,151 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 958 charitable organizations. Of its 3,047,151 client accounts, just 9% are held by high-net-worth investors who have more than $1 million in assets available to invest. Edward Jones offers a wide assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Edward Jones likely include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Brooks Work History
Daniel has 12 years of experience.
Westpac Wealth Partners/Guardian Life
Petroleum Solutions Technology
Nutech Energy Alliance
Daniel Brooks has no disclosures.
Please visit their SEC profile for more details.
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