Justin Michael Daniels
Professional Summary
Justin Michael Daniels, who also goes by Justin Daniels, is a registered financial advisor currently at COMMERCE BROKERAGE SERVICES, INC. located in Kansas City, Missouri. Justin is registered as a RR (Registered Representative) and started their career in finance in 2023. Justin has worked at 1 firm and has passed the Series 63, Series 52TO, Series 7TO, SIE, Series 24 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Justin Daniels
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
COMMERCE BROKERAGE SERVICES, INC | COMMERCE FINANCIAL ADVISORS | COMMERCE BROKERAGE SERVICES, INC.
Contact Information
Main Address
8000 Forsyth Blvd Suite 1200 East, Clayton, MO 63105-1707Mailing Address
8000 Forsyth Blvd Suite 1200, Clayton, MO 63105-1707Phone Number
(314) 746-8593Established
Missouri since 10/04/1985Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
37FINRA licenses (46 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| COMMERCE BANK | SOLE STOCKHOLDER | — |
| CAMPBELL, ROBERT | CHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER | 1349154 |
| DANIELS, JUSTIN MICHAEL | PRINCIPAL OPERATIONS OFFICER | 7657374 |
| HARMON, THOMAS DARIN | PRESIDENT/CHIEF EXECUTIVE OFFICER | 7787415 |
| MOWER, MATHEW ROBERT | SENIOR VICE PRESIDENT | 3176197 |
| REECE, JOSEPH STEVEN | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | 2227282 |
| ROWE, MARGARET | CORPORATE SECRETARY | 7576973 |
| SWANSON, ERIK ANDREW | EXECUTIVE VICE PRESIDENT | 4170204 |
Regulatory Assets Under Management
Total Number of Accounts
3,570AUM (Assets Under Management)
$650,363,405Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Mar 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Justin Michael Daniels's CRS (Customer Relationship Summary).
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