Daniel James Flake

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

• 01/2023 → Present
  Edward Jones
  St Louis, MO
• 02/2022 → 10/2022
  Ge
  Austin, TX
• 11/2022 → 12/2022
  Unemployeed
  Austin, TX
• 07/2019 → 02/2022
  Ge
  Simpsonville, SC
• 03/2016 → 07/2019
  Ge
  Pensacola, FL

Other Businesses

"Eternal Strategy LLC Type of business: Real Estate LLC Austin, TX Start date: 3/26/2020 Trustee Hours per week: 1 Hours during trading: 0 Desc: Responsible for managing 3 property managers, reviewing potential new properties to purchase, and determining best use for current properties. Tracking and working with tax advisor to ensure proper tax payment and documentation." "Dogwoods and Bluebonnet LLC Type: Real Estate LLC Date: 03/26/20 Title: Trustee Trad Hrs: 0 Tot Hrs: 2 Desc: This is the forward facing LLC for the rental properties listed under Eternal Strategy LLC. This is the interaction with the property managers. City-State: Austin TX"

Exams

• S66 Uniform Combined State Law Examination
  2023-03-08

Other Names

• Daniel Flake