Jesse S. Danielson

DUKE AND DUKE WEALTH MANAGEMENT LLC

Doylestown, PA 18902

Some features on this profile are disabled

CRD#: 6353232

Professional summary

Jesse Sven Danielson, CFP®, who also goes by Jesse Danielson, is a registered financial advisor currently at DUKE AND DUKE WEALTH MANAGEMENT LLC located in Doylestown, Pennsylvania.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jesse has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jesse Danielson

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.

NAME OF BUSINESS: Self-employed NON-INVESTMENT RELATED ADDRESS (city/state): Wayne, PA NATURE OF BUSINESS: Delivery POSITION: Driver START DATE: 03/2023 APPROX. HOURS/MONTH: 40 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: delivering food

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Sven Danielson'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: 2018

Experience

Current

September 27, 2024 - Present

DUKE AND DUKE WEALTH MANAGEMENT LLC

Office #1: 3359 Durham Road, Suite 100, Doylestown, PA 18902

RIA

CRD#: 290184

Doylestown, PA

Past

March 4, 2021 - September 30, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Malvern, PA

Past

March 4, 2021 - September 30, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

June 5, 2019 - November 10, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

MOUNT LAUREL, NJ

Past

June 3, 2019 - November 10, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

MOUNT LAUREL, NJ

Past

March 20, 2017 - May 28, 2019

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

NEEDHAM, MA

Past

October 11, 2016 - May 28, 2019

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

NEEDHAM, MA

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

New Jersey
(10/2/2024)

IAR

Pennsylvania
(9/27/2024)

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 66

Date: 3/13/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/11/2016

General Securities Representative Examination

Current Firm

DUKE AND DUKE WEALTH MANAGEMENT LLC

CRD#: 290184 / SEC#:

New Jersey

Registered Investment Advisory firm - (12/5/2017 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/1/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3359 Durham Road, Suite 100, Doylestown, PA 18902

Mailing Address

Phone number

(267) 544-0333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 45,407,682

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

David Ducharme

DUCHARME WEALTH ADVISORS, LLC

IAR

Jenkintown, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jesse S. Danielson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Sven Danielson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DUKE AND DUKE WEALTH MANAGEMENT LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

State Registrations and Notice Filings

Exams

Series 66

Date: 3/13/2017

SIE

Date: 10/1/2018

Series 7

Date: 10/11/2016

Current Firm

DUKE AND DUKE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DUKE AND DUKE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors