Daniel L Dickman

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

• 04/2018 → Present
  Edward Jones
  St Louis, MO
• 08/2017 → 04/2018
  Lesko Financial Securities Inc
  Binghamton, NY
• 05/2017 → 08/2017
  Hca (Handicapped Children Association)
  Johnson City, NY
• 08/2015 → 05/2017
  Suny Oswego Campus Life
  Oswego, NY
• 05/2014 → 08/2017
  Lesko Financial Securities Inc
  Binghamton, NY
• 05/2014 → 01/2017
  A L George Inc
  Binghamton, NY
• 08/2014 → 08/2017
  State University Of Oswego
  Oswego, NY

Exams

• S66 Uniform Combined State Law Examination
  2018-07-27

Other Names

• Dan Dickman
• Dan Lee David Dickman
• Daniel Lee David Dickman