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Jerad S Daniels

Edgerock Wealth Management

Denver, CO

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Current Employers
Edgerock Wealth Management

7001 East Belleview Ave Suite 800, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-08-23
  • CO RA
    APPROVED
    Since 2023-08-23

Branch Locations

7001 East Belleview Ave Suite 800, Denver, CO 80237 • 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
Demarche Associates Merriam KS 05/2021 08/2021
O'REilly Auto Parts Springfield MO 02/2021 04/2021
Missouri State University Springfield MO 05/2019 08/2020
Missouri State University Springfield MO 08/2017 12/2020
Missouri State University Springfield MO 01/2021 12/2021
Charles Schwab & Co., Inc. Lone Tree CO 01/2022 12/2022
Student Blue Springs MO 07/2012 04/2019
Edgerock Wealth Mgt Denver CO 01/2023 Present
  • 05/2021 → 08/2021
    Demarche Associates
    Merriam, KS
  • 02/2021 → 04/2021
    O'REilly Auto Parts
    Springfield, MO
  • 05/2019 → 08/2020
    Missouri State University
    Springfield, MO
  • 08/2017 → 12/2020
    Missouri State University
    Springfield, MO
  • 01/2021 → 12/2021
    Missouri State University
    Springfield, MO
  • 01/2022 → 12/2022
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 07/2012 → 04/2019
    Student
    Blue Springs, MO
  • 01/2023 → Present
    Edgerock Wealth Mgt
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-29
S63 Uniform Securities Agent State Law Examination 2022-09-08
  • S65 Uniform Investment Adviser Law Examination
    2023-04-29
  • S63 Uniform Securities Agent State Law Examination
    2022-09-08
Other Names
  • Jerad Daniels

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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