Daniel Lee Terry

CRD 7242221

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2021-04-28
MN	RA	APPROVED	2020-06-16

TX RA
APPROVED

Since 2021-04-28
MN RA
APPROVED

Since 2020-06-16

Branch Locations

13750 Crosstown Dr Nw Ste 208, Andover, MN 55304 • United States

140 Birch St N Suite 102, Cambridge, MN 55008 • 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
Edward Jones	St Louis	MO	03/2020	Present
Unemployed	Unemployed		11/2019	03/2020
Teleflex Inc.	Maple Grove	MN	08/2017	11/2019
Abdo, Eick & Meyers, Llp	Edina	MN	01/2016	08/2017

03/2020 → Present

Edward Jones

St Louis, MO
11/2019 → 03/2020

Unemployed

Unemployed
08/2017 → 11/2019

Teleflex Inc.

Maple Grove, MN
01/2016 → 08/2017

Abdo, Eick & Meyers, Llp

Edina, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-15

S66 Uniform Combined State Law Examination

2020-06-15

View on SEC IAPD

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