J Daniel Chick

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1998 → 08/2022
  Edward D. Jones & Co., L.P.
  Ft Worth, TX
• 08/2022 → Present
  Raymond James Financial Services, Inc.
  Fort Worth, TX
• 08/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Fort Worth, TX
• 08/2022 → Present
  Park Hill Financial Services, Llc
  Fort Worth, TX

Previous Registrations

• 2007-01-26 → 2022-08-02
  Edward Jones
  Azle, TX

Other Businesses

(1)Name of Business: Park Hill Financial Services, LLC Address: 2974 Park Hill Dr, Fort Worth, TX, 76109-1143, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I offer financial products to the public through Raymond James Investments. I am the Managing Partner of the Partnership as of 1/1/2024. (2)Name of Business: Pets West Aledo, LLC Address: 102 Bear Cat Road, Aledo, TX, 76008, United States Activity Type: Business Owner Position/Title: Officer - President, Owner/Proprietor Investment Related: No Start Date: 02/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own 50% and my wife owns 50% of a pet supply store. (3)Name of Business: Riley Industries, LLC Address: 102 Bear Cat Road, Aledo, TX, 76008, United States Activity Type: Business Owner Position/Title: Officer - President, Owner/Proprietor Investment Related: No Start Date: 02/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the building with my wife that Pets West Aledo rents from this LLC. (4)Name of Business: Tecolate Petroleum, LLC Address: 4677 Airport Road, Aledo, TX, 76008, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC that I house all of my passive investing in Eagle Natural Resources, API Resources, Breakthrough, Exploration and MA Opportunities Fund II. All of these have been disclosed separately on my outside activities report.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-19
• S63 Uniform Securities Agent State Law Examination
  1999-01-13

Designations

• Certified Financial Planner

Other Names

• Dan Chick