Daniel E Cundiff

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

• 04/2013 → 05/2018
  Unemployed
  Athens, AL
• 05/2018 → 05/2019
  Point University
  West Point, GA
• 05/2019 → 08/2019
  Morell Engineering
  Athens, AL
• 12/2018 → 08/2023
  Edward Jones
  Huntsville, AL
• 08/2023 → 12/2024
  Edward Jones
  St Louis, MO
• 12/2024 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Cundiff Rental Properties, LLC Type: Rental Property Date: 01/26/24 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: Work with property manager and make sure everything is working properly in the property rental. Maintain books and records for tax and accounting purposes. City-State: Athens AL

Exams

• S66 Uniform Combined State Law Examination
  2023-06-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Daniel Cundiff
• Daniel Edward Cundiff