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Daniel James Shore

Edward Jones

Minnetonka, MN

CRD 5699027

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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
TX RA APPROVED_RES 2019-01-11
MN RA APPROVED 2013-11-21
  • TX RA
    APPROVED_RES
    Since 2019-01-11
  • MN RA
    APPROVED
    Since 2013-11-21

Branch Locations

13911 Ridgedale Drive Ste 430, Minnetonka, MN 55305-1741 • 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
Edward Jones St Louis MO 11/2010 Present
Previous Registrations
Other Businesses

Oasis Shore Type of business: Rental property Brant Beach, NJ Start date: 6/1/2003 Co owner Hours per week: 2 Hours during trading: 0 Desc: Maintenance when we are there in summer on vacation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-21
  • S66 Uniform Combined State Law Examination
    2009-09-21
Other Names
  • Daniel Shore
  • Daniel James Shore

View on SEC IAPD

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