Jared R. Daniel

WEALTH GUARDIAN ADVISORY, PLLC

Gilbert, AZ 85233

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CRD#: 4630493

Professional summary

Jared Roy Daniel, CFP® is a registered financial advisor currently at WEALTH GUARDIAN ADVISORY, PLLC located in Gilbert, Arizona.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jared has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

WEALTH GUARDIAN FINANCIAL, PLLC; OWNER; FIXED INSURANCE SALES - LIFE, HEALTH, DISABILITY, ANNNUITES, LONG-TERM CARE, P&C WEALTH GUARDIAN TAX, PLLC; TAX PREPARATION WEALTH GUARDIAN LEGAL DOCUMENTS, PLLC; PREPARATION OF LEGAL DOCUMENTS WEALTH GUARDIAN GROUP, PLLC; MARKETING AND ADMINISTRATION FOR WEALTH GUARDIAN COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Roy Daniel's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

April 29, 2010 - Present

WEALTH GUARDIAN ADVISORY, PLLC

Office #1: 1757 E Baseline Road Suite 118, Gilbert, AZ 85233

RIA

CRD#: 153483

Gilbert, AZ

Past

January 7, 2010 - March 19, 2010

NYLIFE SECURITIES LLC

CRD#: 5167

QUEEN CREEK, AZ

Past

April 17, 2008 - December 31, 2008

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

QUEEN CREEK, AZ

Past

September 21, 2007 - December 31, 2008

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

QUEEN CREEK, AZ

Past

April 30, 2007 - October 1, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

MESA, AZ

Past

December 5, 2006 - April 25, 2007

COUNTRY TRUST BANK

RIA

CRD#: 109487

MESA, AZ

Past

January 10, 2006 - April 25, 2007

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

MESA, AZ

Past

April 21, 2003 - May 10, 2004

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(4/29/2010)

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

State Security Law Exam

IAR

Series 65

Date: 12/1/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/7/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/18/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTH GUARDIAN ADVISORY, PLLC

WEALTH GUARDIAN ADVISORY, PLLC | WEALTH GUARDIAN GROUP, PLLC

CRD#: 153483 / SEC#:

Arizona

Registered Investment Advisory firm - (4/29/2010 Approved)

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Contact information

Main Address

1757 E Baseline Road Suite 118, Gilbert, AZ 85233

Mailing Address

Phone number

(480) 987-9951

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 16,242,239

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jared R. Daniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Roy Daniel's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH GUARDIAN ADVISORY, PLLC

NYLIFE SECURITIES LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

MSI FINANCIAL SERVICES, INC.

COUNTRY TRUST BANK

COUNTRY CAPITAL MANAGEMENT COMPANY

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2006

Series 63

Date: 6/7/2003

Series 6

Date: 4/18/2003

Current Firm

WEALTH GUARDIAN ADVISORY, PLLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH GUARDIAN ADVISORY, PLLC

TRUST BUT VERIFY

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