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Daniake Tews

Edward Jones

Lake Stevens, WA

CRD 6110565

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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
TX RA APPROVED 2023-07-06
WA RA APPROVED 2023-06-28
  • TX RA
    APPROVED
    Since 2023-07-06
  • WA RA
    APPROVED
    Since 2023-06-28

Branch Locations

1803 Main St, Suite 105, Lake Stevens, WA 98258 • 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
Edward Jones St Louis MO 09/2022 04/2023
Edward Jones St Louis MO 04/2023 Present
Nordstrom Lynnwood WA 11/2017 03/2021
Torrey Pines Distribution Lynnwood WA 01/2019 06/2019
Unemployed Lynnwood WA 04/2021 07/2022
Unemployed St Louis MO 05/2016 11/2017
  • 09/2022 → 04/2023
    St Louis, MO
  • 04/2023 → Present
    St Louis, MO
  • 11/2017 → 03/2021
    Nordstrom
    Lynnwood, WA
  • 01/2019 → 06/2019
    Torrey Pines Distribution
    Lynnwood, WA
  • 04/2021 → 07/2022
    Unemployed
    Lynnwood, WA
  • 05/2016 → 11/2017
    Unemployed
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-27
  • S66 Uniform Combined State Law Examination
    2023-06-27
Designations
  • Chartered Financial Consultant
Other Names
  • Daniake T Tews

View on SEC IAPD

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