James Jon Danielson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2009 → Present
  Raymond James Financial Services, Inc
  St. Charles, IL
• 05/2009 → Present
  Raymond James Financial Services Advisors, Inc
  St. Charles, IL
• 01/2014 → Present
  Heritage Partners
  St Charles, IL
• 01/2016 → Present
  Magnolia Financial Group, Inc.
  Wheaton, IL

Previous Registrations

• 2004-11-08 → 2009-05-13
  Ubs Financial Services Inc.
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL

Other Businesses

(1)Name of Business: Magnolia Financial Group, Inc. Address: 215 E Seminary Ave, Wheaton, IL, 60187, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/11/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams

• S66 Uniform Combined State Law Examination
  2004-11-05

Other Names

• James Danielson