Best Investors Account Sign in
Inactive

Daniel Aaron Jones

Corient

Chicago, IL

Claim This Profile
Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-23
  • IL RA
    APPROVED
    Since 2026-06-23

Branch Locations

10 S. Wacker Dr. Suite 3100, Chicago, IL 60606 • 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
Cedar Hill Associates, Llc Chicago IL 04/2008 12/2018
Vivaldi Capital Management, Llc Chicago IL 01/2019 06/2026
Corient Chicago IL 06/2026 Present
  • 04/2008 → 12/2018
    Cedar Hill Associates, Llc
    Chicago, IL
  • 01/2019 → 06/2026
    Vivaldi Capital Management, Llc
    Chicago, IL
  • 06/2026 → Present
    Corient
    Chicago, IL
Previous Registrations
  • 2018-12-18 → 2026-06-17
    Debussy Capital Management Lp
    Chicago, IL
  • 2008-06-02 → 2018-12-03
    Cedar Hill Associates, Llc
    Chicago, IL
  • 2008-02-28 → 2008-06-03
    Cedar Hill Associates Inc
    Highland Park, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-10-23
S65 Uniform Investment Adviser Law Examination 1992-10-16
  • S63 Uniform Securities Agent State Law Examination
    1992-10-23
  • S65 Uniform Investment Adviser Law Examination
    1992-10-16

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor