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Joanna D

Series 63, Series 66

Dover, DE

Edward Jones

Joanna Daneman is a financial advisor at Edward Jones with 21 years of industry experience. She has held Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of her advisory role, she participates in book reviewing through an Amazon-related activity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a broad nationwide network of financial advisors and branch offices.

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

Series 66

Dover, DE

Edward Jones

Jim Brady Jr. is a financial advisor with Edward Jones in Dover, DE, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2022, he worked at Citigroup and held roles at Simonik Transportation, Rider University, Rutgers University, Galloway Panting, and Petrosh's Big Top. Outside of his advisory work, Jim serves as an assistant wrestling coach at St. Augustine Prep in Richland, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Attorney Young Professionals
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