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Daniel Jeffries

Dimensional Fund Advisors LP

Austin, TX

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Current Employers
Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-25
  • TX RA
    APPROVED
    Since 2021-08-25

Branch Locations

6300 Bee Cave Road Building One, Austin, TX 78746 • 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
Fidelity Investments Austin TX 08/2020 07/2021
Capitol Wealth Strategies Austin TX 06/2019 08/2020
University Communities Llc Austin TX 08/2018 06/2019
University Of Texas Recretional Sports Austin TX 05/2016 08/2018
Full Time Education Austin TX 06/2015 05/2016
Dimensional Fund Advisors Austin TX 08/2021 Present
  • 08/2020 → 07/2021
    Fidelity Investments
    Austin, TX
  • 06/2019 → 08/2020
    Capitol Wealth Strategies
    Austin, TX
  • 08/2018 → 06/2019
    University Communities Llc
    Austin, TX
  • 05/2016 → 08/2018
    University Of Texas Recretional Sports
    Austin, TX
  • 06/2015 → 05/2016
    Full Time Education
    Austin, TX
  • 08/2021 → Present
    Dimensional Fund Advisors
    Austin, TX
Previous Registrations
  • 2021-01-13 → 2021-07-28
    Fidelity Personal And Workplace Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-08
  • S66 Uniform Combined State Law Examination
    2021-01-08

View on SEC IAPD

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David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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