Daniel
Roberts

Edward Jones

CRD#5335457
Investment Advisor
in New Bern, NC

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About this Advisor

Daniel Roberts is an investment advisor whose office is in New Bern, North Carolina. Currently a registered investment advisor at Edward Jones, they have accumulated 13 years of professional experience. Roberts holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Roberts is registered to work with clients based out of North Carolina and Texas. Roberts has worked their whole career at Edward Jones. Edward Jones is based out of New Bern, North Carolina, and operates out of 14,439 brick-and-mortar locations in the nation. In total, Edward Jones manages $423 billion in assets throughout 3,336,586 accounts and retains more than 25,919 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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

Series 66

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

301 South Front Street Bldg 1 Ste A
New Bern, NC 28560

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

NC Average: $11,469,110,461
Total Number of Employees

25,919

NC Average: 458
Total Number of Accounts

3,336,586

NC Average: 33,415
Average Account Size

$126,847

NC Average: $343,232

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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 Roberts Work History

Daniel has 13 years of experience.

2007 - Present (14 years)

Edward Jones

Disclosures

Daniel Roberts has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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