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Daniel Mayer

Edward Jones

Overland Park, KS

CRD 5156720

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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
TX RA APPROVED_RES 2019-04-22
KS RA APPROVED 2017-01-30
  • TX RA
    APPROVED_RES
    Since 2019-04-22
  • KS RA
    APPROVED
    Since 2017-01-30

Branch Locations

7500 College Blvd Ste 710, Overland Park, KS 66210 • 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
Waddell & Reed, Inc Leawood KS 06/2015 01/2017
Wilshire Farms Home Owners Association Overland Park KS 11/2015 11/2019
Edward Jones St.LOuis MO 01/2017 Present
  • 06/2015 → 01/2017
    Waddell & Reed, Inc
    Leawood, KS
  • 11/2015 → 11/2019
    Wilshire Farms Home Owners Association
    Overland Park, KS
  • 01/2017 → Present
    Edward Jones
    St.LOuis, MO
Previous Registrations
  • 2015-06-30 → 2017-02-07
    Waddell & Reed
    Shawnee, KS
  • 2013-11-27 → 2015-06-23
    Msi Financial Services, Inc.
    Richmond, VA
  • 2011-04-06 → 2012-12-20
    New England Securities
    Dallas, TX
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-14
S63 Uniform Securities Agent State Law Examination 2010-08-03
  • S65 Uniform Investment Adviser Law Examination
    2011-03-14
  • S63 Uniform Securities Agent State Law Examination
    2010-08-03
Designations
  • Certified Financial Planner
Other Names
  • Daniel Mayer
  • Danny Mayer
  • Daniel Jules Mayer

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

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