Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
28 years
Location
Hondo, TX 78861
Edward Jones
Institution
Daniel Dailey is a financial advisor with Edward Jones in Hondo, Texas, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Edward Jones since 1998. Outside of advising, he manages office space rental properties in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and comprehensive services beyond advisory offerings.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Hondo, TX
701 19th Street
Hondo TX 78861
Advisors at this office
2
Texas
28 years of industry experience
Edward D. Jones & Co., L.P.
1998 - Present • 28 years
Hondo, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 63
Natalia, TX
Retire Lab LLC
Jose Perales is the principal advisor at Retire Lab LLC, holding Series 65 and Series 63 licenses with 18 years of industry experience. He has worked at firms including USAA Financial Advisors and Forthright Capital Advisory. Outside of his advisory work, Perales manages a local football league, Fierce Sports Nation, which organizes tournament-style events and fundraising activities. Retire Lab LLC, operating in Texas as Teachers Financial Group, provides investment management, financial and retirement planning services primarily for individuals, high-net-worth clients, public employees, and retirement plan sponsors. The firm offers discretionary portfolio management tailored to client goals and coordinates with other professionals as requested.
Series 63, Series 65
Hondo, TX
Raymond James Financial
Christopher Van Stavern is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Ameriprise and Investment Professionals, Inc., and he has operated Outdoor Lifestyle Strategies, LLC dba Springs Wealth Group since 2020. He is also a partner in OLS Property Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a range of advisory programs.
Series 66
Hondo, TX
Raymond James Financial
Abigail Zinsmeyer is a financial advisor at Raymond James Financial with the Series 66 designation and less than one year of industry experience. Prior to joining the firm, she was involved with agricultural enterprises including Z & Z Farms and Double Z Ranch, as well as an organization called Wildlife Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Series 66
Hondo, TX
Edward Jones
Paden Lynch is a financial advisor at Edward Jones with six years of industry experience, holding a Series 66 designation. He has worked at Edward Jones since 2019 and previously held roles at Double L Lodges LLC and Cecil Atkission Motors. Lynch is also a managing member of Double L Lodges LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large national network of advisors and branch offices.
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