Danielle Elizabeth Jones

Current Employers

Employment History

• 08/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 06/2023 → 08/2024
  Financial Planning Solutions, Inc.
  Carlsbad, CA
• 08/2022 → 06/2023
  Dst Wealth Management
  San Diego, CA
• 01/2021 → 03/2022
  Wilson Wealth Management
  Salt Lake City, UT
• 06/2018 → 03/2019
  Rawbean Coffee
  Salt Lake City, UT
• 03/2019 → 03/2020
  Nanny - Self Employed
  Salt Lake City, UT
• 06/2020 → 01/2021
  Abs Kids
  Salt Lake City, UT
• 10/2017 → 06/2018
  Cuban Coffee Queen
  Key West, FL
• 01/2014 → 10/2017
  Unemployed
  Summerland Key, FL
• 03/2020 → 06/2020
  Unemployed
  Salt Lake City, UT
• 03/2022 → 08/2022
  Unemployed
  Salt Lake City, UT

Other Businesses

(1) Leeward Wealth Management; DBA; 30646 Overseas Highway; Big Pine Key FL 33043; Advisor; Advising, Financial Planning; Start 8/15/2024; 160 hours/month, 160 hours/month during trading. (2) D.E.J. Blue Horizons, LLC; Not investment related; 311 Caribbean Drive East, Summerland Key, FL 33042; Managing Member; I created an LLC so I can pay myself as an employee since I am employed as 1099; Start 10/1/224; 0 hours. (3) Danielle Notary Service; Not Investment Related; 311 Caribbean Drive East, Summerland Key, FL 33042; Notary Services; Notary; Start 10/27/2025; 0 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-04

Designations