Daniel T. Jankelunas
Professional summary
Daniel Thomas Jankelunas JR, CFP® is a registered financial advisor currently at CLIENT FIRST FINANCIAL ADVISORS, LLC located in Coral Springs, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Daniel has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 62, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Thomas Jankelunas JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
January 4, 2005 - Present
CLIENT FIRST FINANCIAL ADVISORS, LLC
March 16, 2011 - July 31, 2012
AUSDAL FINANCIAL PARTNERS, INC.
April 15, 2004 - February 11, 2011
QA3 FINANCIAL CORP.
June 30, 2003 - April 8, 2004
INTERNATIONAL MONEY MANAGEMENT GROUP, INC.
April 7, 1999 - June 30, 2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
November 6, 1997 - April 14, 2005
PERSONAL FINANCIAL PROFILES INC
January 1, 1996 - April 12, 1999
IFG NETWORK SECURITIES, INC.
April 12, 1994 - January 1, 1996
COMPREHENSIVE FINANCIAL SERVICES, 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
(1/4/2005)
Exams
Series 62
Date: 9/3/1997
Corporate Securities Limited Representative ExaminationCurrent Firm
CLIENT FIRST FINANCIAL ADVISORS, LLC
CRD#: 141995 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 5,619,378 |
Red Flags
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