DJ
Daniel Jones
CRD 6011915
Firms
| Firm | Role | As of |
|---|---|---|
| Echo Financial Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Echo Financial Advisors, Llc
Chief Executive Officer & Chief Compliance Officer · Less than 5% · May 2024
-
Echo Financial Advisors, Llc
Member · 25% – 50% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗