Daniel Sanders
Advisor at Edward Jones
Updated today
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.
Location
Chickasha, OK 73018-3668
Credentials
Series 66
Industry experience
7 years
About
Daniel Sanders is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, Sanders owns and operates Promiseland Productions, a multimedia production business specializing in photography, videography, and technology solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Business ownership considerations
General estate planning guidance
General retirement planning
Occupation focus
Founder/Business Owner
Fee options
$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.
Location
328 W Kansas Ave
Chickasha, OK 73018-3668
Most active in
Daniel S has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Work history
Edward Jones
2018 - Present (8 years)
Tide Dry Cleaning
2017 - 2018 (1 year)
Vertical Learning Curve
2007 - 2016 (9 years)
Promiseland Productions
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Cale W
Series 66
Chickasha, OK
Edward Jones
Cale Walker is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.
Eugene S
Series 63, Series 65
Chickasha, OK
Edward Jones
Eugene Sanders Jr. is a financial advisor with Edward Jones in Chickasha, Oklahoma, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has been with Edward Jones since 1980. Sanders also serves on the board of directors for the Chickasha Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.
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