Daniel Norris Jones

Employer firm

Cooper/Haims Advisors, LLC CRD 124122

$1.18B regulatory AUM 18 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

• 12/2014 → 11/2018
  Nixon Peabody Financial Advisors, Llc
  Rochester, NY
• 12/2014 → 11/2018
  Nixon Peabody, Llp
  Rochester, NY
• 12/2018 → Present
  Cooper/Haims Advisors, Llc
  Victor, NY

Previous Registrations

• 2015-11-18 → 2018-11-14
  Nixon Peabody Financial Advisors Llc
  Rochester, NY
• 2006-10-17 → 2012-06-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-05
• S66 Uniform Combined State Law Examination
  2006-10-16

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Dan Jones