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Daniel James Warren

Edward Jones

Santa Fe, TX

CRD 8052417

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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 2025-05-30
  • TX RA
    APPROVED
    Since 2025-05-30

Branch Locations

11961 F M 1764 Rd, Santa Fe, TX 77510-8753 • 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 03/2025 Present
Sprint Transportation La Porte TX 12/2023 10/2024
Srm San Leon TX 02/2022 01/2023
Full-Time Education Houston TX 03/2009 03/2025
  • 03/2025 → Present
    Edward Jones
    St. Louis, MO
  • 12/2023 → 10/2024
    Sprint Transportation
    La Porte, TX
  • 02/2022 → 01/2023
    Srm
    San Leon, TX
  • 03/2009 → 03/2025
    Full-Time Education
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-28
  • S66 Uniform Combined State Law Examination
    2025-05-28
Other Names
  • Daniel J Warren

View on SEC IAPD

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