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Amy Louise Daniels

Edward Jones

Las Cruces, NM

CRD 2259966

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2020-02-05
NM RA APPROVED 2018-06-18
TX RA APPROVED_RES 2014-08-27
AR RA APPROVED 2007-02-21
  • AZ RA
    APPROVED
    Since 2020-02-05
  • NM RA
    APPROVED
    Since 2018-06-18
  • TX RA
    APPROVED_RES
    Since 2014-08-27
  • AR RA
    APPROVED
    Since 2007-02-21

Branch Locations

4300 Sonoma Ranch Blvd Ste 5, Las Cruces, NM 88011 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/1998 Present
Other Businesses

The Mellie V Ranch Type of business: 15 acre Farm Beebe, AR Start date: 10/1/2005 Owner Hours per week: 0 Hours during trading: 0 My horse farm where I employ a part time farm manager. The Lookout in the Black Range, LLC Type of business: Hunting and Recreational NM 87943, PO Box 276, Winston, NM Start date: 1/2/2019 Member/trustee Hours per week: 0 Hours during trading: 0 Part owner. The purpose is used for hunting and outdoor recreational services. The Drew County Baker Place LLC Type of business: LLC - Disregarded Entity Searcy, AR Start date: 1/2/2020 Agent/Manager/Trustee Hours per week: 0 Hours during trading: 0 Maintain Property The Yaples Homestead, LLC Type of business: LLC - Partnership Winston, NM Start date: 5/6/2020 Manager/Partner/TTEE Hours per week: 0 Hours during trading: 0 Maintain Property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-16
S63 Uniform Securities Agent State Law Examination 2002-01-31
  • S66 Uniform Combined State Law Examination
    2007-02-16
  • S63 Uniform Securities Agent State Law Examination
    2002-01-31
Other Names
  • Amy D Mann
  • Amy Louise Daniels
  • Amy Daniels Mann

View on SEC IAPD

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