Daniel Machado

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:

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

Current Employers

Employment History

• 11/2018 → Present
  Edward Jones
  St Louis, MO
• 05/2014 → 09/2018
  U.S. Army
  Vilseck, Bayern

Other Businesses

Rental Units Type: Residential Apartments Date: 01/01/15 Title: Landlord (via Property MGT Co) Trad Hrs: 0 Tot Hrs: 0 Desc: This property is operated through a property management company. I have no daily duties. City-State: Prescott AZ * Arizona Event Professionals Type of business: Events/Wedding Flagstaff, AZ Start date: 1/1/2015 Silent Partner Hours per week: 0 Hours during trading: 0 As Silent Partner, I have no dealings in daily business activities. I invested capital in the business when it was purchased in Dec 2014. * Rental Units Type of business: Residential Apartments Prescott, AZ Start date: 6/1/2018 Landlord Hours per week: 0 Hours during trading: 1 I am the landlord of a three unit apartment complex. Duties include basic landscaping, collecting rent via an online proxy, and dealing with tenants maintenance issues. * Rental Home Prescott, AZ Start date: 10/1/2025 Owner Hours per week: 0 Hours during trading: 1 Desc: Rental Property Management * Rental Townhome Type of business: Rental Unit Prescott, AZ Start date: 11/1/2025 Owner Hours per week: 0 Hours during trading: 1 Rental Home Management

Exams

• S66 Uniform Combined State Law Examination
  2019-01-19