San Francisco, CA Second Street 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
101 Second Street Suite 1600
San Francisco CA 94105
Advisors at this office
2
Advisors at this office
Daniel P
CFA®, Series 63
San Francisco, CA
Edward Jones
Daniel Price is a CFA® charterholder with 24 years of industry experience. He has been with Edward Jones since 2026 and previously worked at Natixis Advisors, LLC for 19 years. Daniel is based in San Francisco, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Peter K
CFA®, Series 66
San Francisco, CA
Edward Jones
Peter Klos is a CFA® charterholder and holds the Series 66 designation, with 22 years of industry experience. He has worked at Edward Jones since 2026 and previously spent 21 years at Natixis Distribution, LLC. Based in San Francisco, CA, he is part of a large network of advisors at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.
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