Danny Joe Petty

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

• 04/2015 → 09/2016
  Janus Management Holdings Corp
  Denver, CO
• 09/2016 → 05/2017
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2017 → 06/2018
  Raymond James & Associates
  Princeton, NJ
• 06/2018 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2017-08-04 → 2018-06-01
  Raymond James & Associates, Inc.
  Princeton, NJ

Other Businesses

Bucks County Community Church Type of business: Church Langhorne, PA Start date: 6/1/2025 Director of Youth Ministry Hours per week: 20 Hours during trading: 0 Coordinate monthly youth events and teach youth ministry Sunday evenings.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-14
• S63 Uniform Securities Agent State Law Examination
  2014-07-11

Other Names

• Dan Petty
• Dan Petty
• Danny Joe Petty