Dane Landon Phillips

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

• 10/2017 → 02/2019
  Edward Jones
  St Louis, MO
• 02/2019 → Present
  Edward Jones
  St.LOuis, MO
• 09/2012 → 02/2019
  Phillips Brothers Baseball
  Nacogdoches, TX
• 06/2015 → 09/2017
  Evansville Otters
  Evansville, IN

Exams

• S66 Uniform Combined State Law Examination
  2019-04-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant