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Daniel Klysh

Edward Jones

St Francis, WI

CRD 7690712

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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 2024-10-22
WI RA APPROVED 2024-09-07
  • TX RA
    APPROVED
    Since 2024-10-22
  • WI RA
    APPROVED
    Since 2024-09-07

Branch Locations

3546 E Sivyer Ave, St Francis, WI 53235 • 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 North Liberty IA 02/2023 07/2024
Edward Jones St. Louis MO 07/2024 Present
Polo Ralph Lauren Williamsburg IA 01/2024 05/2024
Polo Ralph Lauren Williamsburg IA 11/2022 06/2023
New Home Star Elmhurst IL 05/2022 08/2022
Fitness Formula Club Elmhurst IL 06/2021 08/2021
Fitness Formula Club Elmhurst IL 06/2020 08/2020
Lou Malnatis Pizza Elmhurst IL 06/2018 08/2018
Full Time Education Elmhurst IL 08/2013 05/2020
University Of Iowa Full Time Student Iowa City IA 08/2020 05/2024
  • 02/2023 → 07/2024
    North Liberty, IA
  • 07/2024 → Present
    St. Louis, MO
  • 01/2024 → 05/2024
    Polo Ralph Lauren
    Williamsburg, IA
  • 11/2022 → 06/2023
    Polo Ralph Lauren
    Williamsburg, IA
  • 05/2022 → 08/2022
    New Home Star
    Elmhurst, IL
  • 06/2021 → 08/2021
    Fitness Formula Club
    Elmhurst, IL
  • 06/2020 → 08/2020
    Fitness Formula Club
    Elmhurst, IL
  • 06/2018 → 08/2018
    Lou Malnatis Pizza
    Elmhurst, IL
  • 08/2013 → 05/2020
    Full Time Education
    Elmhurst, IL
  • 08/2020 → 05/2024
    University Of Iowa Full Time Student
    Iowa City, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-03
  • S66 Uniform Combined State Law Examination
    2024-09-03
Other Names
  • Daniel A Klysh
  • Daniel Alexander Klysh

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