Jeffrey Nelson Daniels

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

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

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2022-01-05

Branch Locations

Eudora, KS • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ae Wealth Management, Llc	Topeka	KS	05/2020	05/2021
Miller Retirement Group	Lawrence	KS	08/2018	05/2021
True Value Distribution Center	Grandview	MO	04/2015	08/2018
Gwfs Equities, Inc	Greenwood Village	CO	05/2021	12/2021
Advised Assets Group, Llc	Greenwood Village	CO	06/2021	12/2021
Tiaa	Overland Park	KS	01/2022	Present
Tiaa-Cref Individual & Institutional Services, Llc	Overland Park	KS	01/2022	Present

05/2020 → 05/2021

Ae Wealth Management, Llc

Topeka, KS
08/2018 → 05/2021

Miller Retirement Group

Lawrence, KS
04/2015 → 08/2018

True Value Distribution Center

Grandview, MO
05/2021 → 12/2021

Gwfs Equities, Inc

Greenwood Village, CO
06/2021 → 12/2021

Advised Assets Group, Llc

Greenwood Village, CO
01/2022 → Present

Tiaa

Overland Park, KS
01/2022 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Overland Park, KS

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2021-01-28
S65	Uniform Investment Adviser Law Examination	2020-05-13

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