Dana M Harris

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

• 05/2025 → Present
  Edward Jones
  St. Louis, MO
• 01/2018 → 05/2025
  Upmc Altoona Regional Health Services Inc
  Altoona, PA
• 10/2017 → 01/2018
  Nemours Children's Hospital
  Orlando, FL
• 06/2014 → 10/2017
  Upmc Altoona Regional Health Services Inc
  Altoona, PA

Other Businesses

American Heart Association Type of business: Non Profit Dallas, TX Start date: 1/1/2026 Woman of Impact Nominee Hours per week: 4 Hours during trading: 0 I was offered a woman of impact community nomination. The nomination comes with fundraising and all funds going to AHA. In my fundraising efforts, donors will only have the option of using the AHA online donation portal. I will not handle cash or checks. I will not solicit clients or prospects.

Exams

• S66 Uniform Combined State Law Examination
  2025-07-24

Other Names

• Dana Marie Knopp