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Daniel N

ChFC®, Series 66

Goliad, TX

Edward Jones

Daniel Nelson is a ChFC® and holds a Series 66 license with Edward Jones, where he has worked as a financial advisor since 2016. He has 10 years of industry experience and serves concurrently in the U.S. Army since 2004. Nelson is involved in several local organizations in Goliad, TX, including serving as a board member and volunteer for various community and economic development groups. 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 provides a broad range of advisory services through a 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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