Daniel S. Jewell
Professional summary
Daniel Sheldon Jewell is a registered financial advisor currently at JEWELL WEALTH MANAGEMENT INC. located in Tucson, Arizona.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Daniel has worked at 8 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Sheldon Jewell's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 24, 2019 - Present
JEWELL WEALTH MANAGEMENT INC.
February 29, 2016 - June 25, 2019
HORTER INVESTMENT MANAGEMENT, LLC
April 10, 2014 - March 15, 2016
JEWELL FINANCIAL MANAGEMENT
January 11, 2002 - June 18, 2003
USALLIANZ SECURITIES, INC.
June 2, 1995 - December 19, 2001
SECURITIES SERVICE NETWORK, LLC
June 28, 1994 - May 18, 1995
SECURITIES AMERICA, INC.
July 31, 1993 - July 1, 1994
CITIGROUP GLOBAL MARKETS INC.
October 9, 1992 - July 31, 1993
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/6/2020)
(6/24/2019)
Exams
Current Firm
JEWELL WEALTH MANAGEMENT INC.
CRD#: 304259 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 11,983,015 |
Red Flags
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