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Daniel Whitener

Edward Jones

Conover, NC

CRD 7859384

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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
NC RA APPROVED 2024-04-11
  • NC RA
    APPROVED
    Since 2024-04-11

Branch Locations

201 Conover Sta S E Ste C, Conover, NC 28613 • 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 01/2024 Present
Lowe's Home Improvement Corp. Mooresville NC 01/2018 01/2024
Transportation Insight Hickory NC 03/2015 01/2018
  • 01/2024 → Present
    Edward Jones
    St Louis, MO
  • 01/2018 → 01/2024
    Lowe's Home Improvement Corp.
    Mooresville, NC
  • 03/2015 → 01/2018
    Transportation Insight
    Hickory, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-03
  • S66 Uniform Combined State Law Examination
    2024-04-03
Other Names
  • Daniel Lee Whitener

View on SEC IAPD

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