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
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 Roberts Work History
Daniel has 13 years of experience.
Daniel Roberts has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
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.