Delaware, OH Columbus Pike Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
2
Of 24,118 advisors across 14,150 offices
Location
3769 Columbus Pike Ste 201
Delaware OH 43015-7213
Advisors at this office
2
Advisors at this office
Dan J
Series 63
Delaware, OH
Edward Jones
Dan Jay is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds a Series 63 designation. Outside of his advisory role, he serves as a co-trustee of a revocable trust set up by his mother. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Philip U
CFP®, Series 66
Delaware, OH
Edward Jones
Philip Ulery is a CFP® credentialed financial advisor with 12 years of industry experience, currently with Edward Jones since 2013. He works out of Delaware, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
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