Daniel
Jones

Echo Financial Advisors, LLC

CRD#6011915
Investment Advisor
in Akron, OH

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About this Advisor

Daniel Jones is a financial advisor based in Akron, Ohio, working with Echo Financial Advisors, LLC. Daniel has previously worked at Kingscrowd, Avaring Capital Advisors, Seeking Alpha, and Echo Financial Holdings Inc. Daniel has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Daniel is part of Echo Financial Advisors, LLC, which operates out of Akron, Ohio. The firm has 1 office and 1 employee. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Echo Financial Advisors, LLC is asset-based.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Akron, OH

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Echo Financial Advisors, LLC Brokerage Details

Total Number of Employees

1

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Daniel Jones Work History

2023 - Present (2 years)

Echo Financial Holdings Inc

2014 - Present (11 years)

Seeking Alpha

2019 - 2021 (2 years)

Kingscrowd

2012 - 2022 (10 years)

Avaring Capital Advisors

Disclosures

Please visit the SEC profile of Daniel Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Echo Financial Advisors, LLC

Daniel Jones
Akron, OH

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