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Daniel W

CFP®, CFA®, Series 66

Medina, OH

Edward Jones

Daniel Welker is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Edward Jones in 2025, he worked at Huntington Private Bank, North Point Portfolio Managers Corporation, Foreside Fund Services, LLC, and Access Distribution Partners, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Inheritance planning Planning for children with special needs Retired Founder/Business Owner Executive
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