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Danae Beth Mc Daniel

Advisor at Edward Jones — Benton, IL W Main St

Updated today

Credentials

Series 66

Experience

15 years

Location

Benton, IL 62812-0000

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Danae Mc Daniel is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked for U.S. Bancorp Investments, Inc. for 14 years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

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Benton, IL W Main St

601 W Main St Suite C

Benton IL 62812-0000

Advisors at this office

3

Most active in

Illinois · Texas

Work history

15 years of industry experience

Edward Jones

2024 - Present • 2 years

St. Louis, MO

U.S. Bancorp Investments, Inc.

2010 - 2024 • 14 years

Benton, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert C

CFP®, Series 66

West Frankfort, IL

Edward Jones

Robert Cash is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in West Frankfort, IL, he holds the Series 66 designation and has been with Edward Jones throughout his advisory career. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Misty J

Series 66

West Frankfort, IL

Edward Jones

Misty Jovi is a financial advisor with Edward Jones in West Frankfort, IL. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Lindsay Y

CFP®, Series 66

Benton, IL

Edward Jones

Lindsay Yunkus Darnell is a CFP® and holds a Series 66 license, with 10 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she owns a second home where she rents out a bedroom to a student. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jessica B

Series 63, Series 65

Johnston City, IL

Merrill

Jessica Bernhardt is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Hightower Securities and Wells Fargo entities. She is listed as a part owner of 13 Hearts LLC, a limited liability company associated with a sales coaching business operated by her husband, though she is not actively involved. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management

Bradley H

Series 66

Benton, IL

Edward Jones

Bradley Hammond is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his industry career in 2024. His prior work experience includes roles at DoorDash, the University of Mississippi, Rend Lake Golf Complex, John A Logan College, and the Benton School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jarrod M

Series 63, Series 66

West Frankfort, IL

Edward Jones

Jarrod Meacham is a financial advisor with Edward Jones in West Frankfort, IL, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in managing several small rental and real estate businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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