Dan C Jay

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

• 04/2003 → Present
  Edward Jones
  St Louis, MO

Other Businesses

MY FAMILY OWNS SOME RENTAL PROPERTY IN COLUMBUS, OHIO. I NOW HAVE AN INTEREST IN THEM, AS MY MOTHER GIFTED OVER HER SHARES THROUGH THE YEARS TO ME AND TO MY BROTHERS. WE HAVE A LOCAL PROPERTY MANAGEMENT CO., MYERS REAL ESTATE, THAT RUNS AND MANAGES THESE RENTAL PROPERTIES FOR OUR FAMILY. I MAY SPEND UP TO AN HOUR A MONTH LOOKING OVER THE MONTHLY STATEMENTS FROM MYERS RE AND TO TALK TO THE PROPERTY MANAGER ABOUT LARGE EXPENDITURES FOR REPLACEMENTS OR REPAIRS. NO TIME SPENT DURING TRADING HOURS. * "Family Rental Properties Type: Date: 01/01/14 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Columbus OH" * MY MOTHER HAS A REVOCABLE TRUST SET UP FOR HER REMAINING ASSETS, AND SHE CURRENTLY HAS ME DOWN AS A CO-TRUSTEE. I MAY SPEND AN HOUR PER MONTH LOOKING OVER HER STATEMENTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-06-20

Other Names

• Dan C Jay