About this Advisor
Danielle Patnode is an advisor whose office is in Erie, Colorado. Currently a registered advisor with Edward Jones, they have gathered 10 years of work experience in the financial advisory industry. Patnode has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Patnode is able to advise customers in Colorado. During their career, Patnode has held roles at Edward Jones, Crocs Inc, Kidrobot Inc, Bhawkins Inc and Karhu North America. Edward Jones is based out of Erie, Colorado, and operates out of 14,439 additional brick-and-mortar locations throughout the country. As a registered investment firm, Edward Jones oversees $423 billion in assets covering 3,336,586 accounts and employs more than 25,919 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may 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
Danielle Patnode Work History
Danielle has 10 years of experience.
Karhu North America
Danielle Patnode has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones