Daniel R Waldman

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

• 11/2025 → Present
  Edward Jones
  St. Louis, MO
• 03/2025 → 10/2025
  Unemployed
  Delray Beach, FL
• 04/2024 → 02/2025
  Cantey Tech Consulting
  Hollywood, FL
• 08/2018 → 12/2023
  Insperity
  Ft. Lauderdale, FL
• 12/2023 → 04/2024
  Unemployed
  Delray Beach, FL
• 04/2018 → 07/2018
  1St Global Capital
  Hallandale Beach, FL
• 11/2014 → 10/2017
  Bfs Capital
  Coral Springs, FL
• 10/2017 → 04/2018
  Unemployed
  Delray Beach, FL
• 07/2018 → 08/2018
  Casa De Montecristo
  Boca Raton, FL

Previous Registrations

• 2004-09-13 → 2005-12-13
  Cuso Financial Services, L.P.
  Colorado Springs, CO
• 2002-09-05 → 2004-09-16
  Quick & Reilly, Inc.
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-08-29
• S65 Uniform Investment Adviser Law Examination
  2001-09-13
• S63 Uniform Securities Agent State Law Examination
  1998-05-22

Other Names

• Daniel Waldman
• Dan Waldman
• Daniel Ross Waldman