Daniel Pearce, financial advisor Walworth WI

Daniel Pearce

CRD Number: 6971775
Current Firm: Edward Jones

Daniel Pearce (CRD# 6971775) is an Investment Advisor Representative working at Edward Jones in Walworth, WI and has over 5 years of experience in the finance industry.

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Focus Financial Advisors
Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2018 - Current 5
Geneva National Lake Geneva, WI Apr 2018 - Aug 2018 < 1
Uw-whitewater Whitewater, WI Sep 2014 - May 2018 3
Massmutual Financial Solutions Group Milwaukee, WI May 2017 - Jan 2018 < 1
Geneva National Lake Geneva, WI Apr 2016 - Nov 2017 1
Lavelle Industries Whitewater, WI Feb 2017 - May 2017 < 1
University Of Wisconsin - Whitewater Whitewater, WI Jan 2016 - Sep 2016 < 1
Jerry's Majestic Marine Walworth, WI May 2014 - Aug 2016 2
Heyer True Value Walworth, WI May 2012 - May 2014 2
Big Foot High School Walworth, WI Sep 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Daniel A. Pearce
Phone Number: 314-515-2000
Registered State(s):
  • AZ
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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