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Daniel J
Series 63, Series 65
Tucson, AZ
Jewell Wealth Management Inc.
Daniel Jewell is the principal and sole advisor at Jewell Wealth Management Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Horter Investment Management, LLC, and also owns Jewell Financial & Insurance Solutions Inc., where he is involved in insurance sales. Jewell Wealth Management is an independent, single-advisor firm providing discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and modern portfolio theory analyses, utilizing model-based portfolios managed in-house or by third-party sub-advisers.
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