Daniel Jones

Employer firm

Echo Financial Advisors, LLC CRD 325170

$24.0K regulatory AUM 2 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Echo Financial Advisors, Llc

Akron, OH • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-09-10

OH RA
APPROVED

Since 2024-09-10

Branch Locations

Akron, OH • 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

Organization	City	State	From	To
Kingscrowd	Akron	OH	09/2019	09/2021
Avaring Capital Advisors	Shaker Heights	OH	02/2012	12/2022
Seeking Alpha	Akron	OH	08/2014	Present
Echo Financial Holdings Inc.	Akron	OH	01/2023	Present

09/2019 → 09/2021

Kingscrowd

Akron, OH
02/2012 → 12/2022

Avaring Capital Advisors

Shaker Heights, OH
08/2014 → Present

Seeking Alpha

Akron, OH
01/2023 → Present

Echo Financial Holdings Inc.

Akron, OH

Previous Registrations

2012-05-22 → 2022-12-31

Avaring Capital Advisors, Llc

Highland Heights, OH
2012-05-22 → 2020-12-31

Avaring Capital Advisors, Llc

Highland Heights, OH

Other Businesses

-Owner of Echo Financial Holdings, Inc., the parent company of Echo FA. -CEO of Echo Financial Technologies LLC. Echo FA is under common control of Echo Financial Technologies LLC. This entity provides Premium Channels and Premium Subscriptions that Echo FA clients have access to. -Writes articles on a freelance basis for Seeking Alpha. Daniel Lee Jones provides views and often receives a flat fee for publishing an article.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-10-15

S63 Uniform Securities Agent State Law Examination

2011-10-15

Other Names

Daniel Lee Jones

View on SEC IAPD