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Daniel Cathro

Edward Jones

Mt Vernon, IN

CRD 7548840

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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
IN RA APPROVED 2022-07-27
TX RA APPROVED 2022-07-27
  • IN RA
    APPROVED
    Since 2022-07-27
  • TX RA
    APPROVED
    Since 2022-07-27

Branch Locations

431 E Fourth Street, Mt Vernon, IN 47620 • 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 05/2022 Present
Comcast Orem UT 09/2019 04/2022
Cafe Zupas Provo UT 05/2016 06/2019
  • 05/2022 → Present
    St Louis, MO
  • 09/2019 → 04/2022
    Comcast
    Orem, UT
  • 05/2016 → 06/2019
    Cafe Zupas
    Provo, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-26
  • S66 Uniform Combined State Law Examination
    2022-07-26
Designations
  • Certified Financial Planner
Other Names
  • Daniel James Cathro

View on SEC IAPD

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