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Jesse Sven Danielson

Duke And Duke Wealth Management LLC

Doylestown, PA

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Current Employers
Duke And Duke Wealth Management Llc

3359 Durham Road, Suite 100, Doylestown, PA 18902 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-10-02
PA RA APPROVED 2024-09-27
  • NJ RA
    APPROVED
    Since 2024-10-02
  • PA RA
    APPROVED
    Since 2024-09-27

Branch Locations

3359 Durham Road, Suite 100, Doylestown, PA 18902 • 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
D.K. Brede Investment Management Needham MA 02/2015 05/2019
Raymond James & Associates Philadelphia PA 05/2019 11/2020
The Vanguard Group, Inc. Malvern PA 02/2021 09/2024
Unemployed Wayne PA 11/2020 02/2021
Self-Employed Wayne PA 03/2023 Present
Duke And Duke Wealth Management Doylestown PA 09/2024 Present
  • 02/2015 → 05/2019
    D.K. Brede Investment Management
    Needham, MA
  • 05/2019 → 11/2020
    Raymond James & Associates
    Philadelphia, PA
  • 02/2021 → 09/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 11/2020 → 02/2021
    Unemployed
    Wayne, PA
  • 03/2023 → Present
    Self-Employed
    Wayne, PA
  • 09/2024 → Present
    Duke And Duke Wealth Management
    Doylestown, PA
Previous Registrations
Other Businesses

NAME OF BUSINESS: Self-employed NON-INVESTMENT RELATED ADDRESS (city/state): Wayne, PA NATURE OF BUSINESS: Delivery POSITION: Driver START DATE: 03/2023 APPROX. HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: delivering food

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-13
  • S66 Uniform Combined State Law Examination
    2017-03-13
Designations
Other Names
  • Jesse Danielson
  • Jesse Sven Danielson

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