Daniel Mark Jarrett

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1996 → 01/2024
  T. Rowe Price Investment Services, Inc.
  Owings Mills, MD
• 02/2024 → 05/2024
  Unemployed
  Lutherville, MD
• 06/2024 → 10/2024
  Coppermine
  Baltimore, MD
• 11/2024 → 01/2025
  Umemployed
  Lutherville, MD
• 02/2025 → 04/2026
  Prudential/Lpl Enterprise Llc
  Cockeysville, MD
• 04/2026 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2025-06-09 → 2026-04-15
  Lpl Enterprise, Llc
  Cockeysville, MD

Exams

• S66 Uniform Combined State Law Examination
  2025-04-10
• S63 Uniform Securities Agent State Law Examination
  1998-09-09

Other Names

• Dan Jarrett