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Daniel William Delano

Edward Jones

Northville, MI

CRD 3089294

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-04-16
  • MI RA
    APPROVED
    Since 2010-04-16

Branch Locations

105 Maincentre, Northville, MI 48167 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Michigan Trading Partners Birmingham MI 04/1998 Present
  • 04/1998 → Present
    Michigan Trading Partners
    Birmingham, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-20
S63 Uniform Securities Agent State Law Examination 1998-09-03
  • S65 Uniform Investment Adviser Law Examination
    2006-02-20
  • S63 Uniform Securities Agent State Law Examination
    1998-09-03
Designations
  • Certified Financial Planner
Other Names
  • Dan Delano

View on SEC IAPD

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