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DJ

Daniel L. Jones

ECHO FINANCIAL ADVISORS
AKRON, OH
Some features on this profile are disabled
CRD#: 6011915
DJ

Professional summary

Daniel Lee Jones, who also goes by Daniel Lee Jones, is a registered financial advisor currently at ECHO FINANCIAL ADVISORS, LLC located in Akron, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 2 firms and has passed the Series 63 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel Lee Jones

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.
-Owner of Echo Financial Holdings, Inc., the parent company of Echo FA. -CEO of Echo Financial Technologies LLC. Echo FA is under common control of Echo Financial Technologies LLC. This entity provides Premium Channels and Premium Subscriptions that Echo FA clients have access to. -Writes articles on a freelance basis for Seeking Alpha. Daniel Lee Jones provides views and often receives a flat fee for publishing an article.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lee Jones's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 10, 2024 - Present

ECHO FINANCIAL ADVISORS, LLC

RIA
CRD#: 325170
AKRON, OH
Past

May 22, 2012 - December 31, 2022

AVARING CAPITAL ADVISORS, LLC

RIA
CRD#: 160141
HIGHLAND HEIGHTS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EF
ECHO FINANCIAL ADVISORS, LLC
ECHO FINANCIAL ADVISORS, LLC

CRD#: 325170 / SEC#: 801-130249

RIA
Registered Investment Advisory firm - (9/9/2024 Approved)

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
Ohio
(9/10/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 10/15/2011
Uniform Securities Agent State Law Examination

Current Firm

EF
ECHO FINANCIAL ADVISORS, LLC
ECHO FINANCIAL ADVISORS, LLC

CRD#: 325170 / SEC#: 801-130249

RIA
Registered Investment Advisory firm - (9/9/2024 Approved)
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Contact information

Main Address
Akron, OH
Mailing Address
Phone number
(330) 703-7644
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- ECHO FINANCIAL ADVISORS, LLC (2/18/2025)
0

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.

Company Information

ECHO FINANCIAL ADVISORS, LLC

CRD#: 325170Akron, OH

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