Work History
Edward Jones
Edward JonesApril 2003 to Current
About Dan
As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
After my 16 years as a trader in New York City on the New York Mercantile Exchange and after 9/11, I returned to my Columbus, OH roots in 2003 to join Edward Jones. As a financial advisor first in Westerville, I have now been serving my clients in my Delaware, OH...
After my 16 years as a trader in New York City on the New York Mercantile Exchange and after 9/11, I returned to my Columbus, OH roots in 2003 to join Edward Jones. As a financial advisor first in Westerville, I have now been serving my clients in my Delaware, OH...
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Insurance & Annuities
Work History
Edward Jones
Edward JonesApril 2003 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
Fordham Univ
Fordham UnivMaster of Business AdminOhio State Univ-Columbus
Ohio State Univ-ColumbusBachelor of Business Admin
Education
Fordham Univ
Fordham UnivMaster of Business AdminOhio State Univ-Columbus
Ohio State Univ-ColumbusBachelor of Business Admin
Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Health & Nutrition
- Cycling
- Traveling
Team Members
Delilah HetterscheidtSr. Branch Office Administrator
Upcoming Events
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 06:30PM |
| Tue | 08:30AM - 06:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 06:30PM |
| Tue | 08:30AM - 06:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
DelawareFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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