Blue Bell, PA Valley Square Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

3 Valley Square #304

Blue Bell PA 19423

Advisors at this office

2

Advisors at this office

Fanny C

CFP®, Series 66

Blue Bell, PA

Edward Jones

Fanny Cruz is a Certified Financial Planner (CFP®) at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Basta5 LLC and WEC International. Outside of her financial advisory role, she is involved in public speaking and organizes religious activities, including teaching Bible and mission classes at various churches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services. The firm is notable for its large national advisor and branch network, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Retirement income strategy Wealth management Divorce financial planning Founder/Business Owner Women Professionals Women's Finance Christian Faith Based

Larry D

Series 63, Series 66

Blue Bell, PA

Edward Jones

Larry Daniels is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")