Jeffrey Earl Daniher
CFP®, CLU®Professional Summary
Jeffrey Earl Daniher, CFP®, CLU®, who also goes by Jeffrey E Daniher, is a registered financial advisor currently at BLUESPRING WEALTH MANAGEMENT, LLC located in Cincinnati, Ohio. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Education Funding
- Estate & Legacy Planning
Specializations
Biography
Jeff Daniher has been a NAPFA Registered Financial Advisor since 2003, and has actively tried to give back to this great organization. Speaking at industry conferences has been one way to share knowledge with peers, and to learn from them at the same time. A sampling of conferences and events where Jeff has spoken are: * Cincinnati Enquirer Financial Independence Day in 1999, 2000, 2001 and 2002 * NAPFA National Basic Training Conference in 2004,...
Other Aliases
Jeffrey E Daniher
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC
Contact Information
Main Address
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735Phone Number
(737) 443-2122# of Employees
64SEC notice filing (31 States and Territories)
Registered to provide investment advisory services in 31 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
10,596AUM (Assets Under Management)
$5,430,907,207Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BLUESPRING WEALTH | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL | SNS FINANCIAL GROUP, LLC | BLUESPRING WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(6/18/2026)
(6/18/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Earl Daniher's CRS (Customer Relationship Summary).
Services Offered by Jeffrey
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Education Funding
- Estate & Legacy Planning
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CAPITAL ADVISORY SERVICES, LLC