Advisor at Echo Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Echo Financial Advisors, LLC
Location
Akron, OH
Credentials
Series 63
Industry experience
12 years
Daniel Jones is the sole advisor at Echo Financial Advisors, LLC, based in Akron, OH, with 12 years of industry experience. He holds a Series 63 designation and has worked previously at KingsCrowd and Avaring Capital Advisors. Jones is also a freelance contributor for Seeking Alpha, writing articles on investment topics. Echo Financial Advisors, LLC provides algorithm-driven robo-advisory portfolio management to individuals and high-net-worth clients through an online platform. The firm uses client inputs to construct portfolios focused on equities, ETFs, and international securities, and features a social “echoing” function that allows users to copy other investors’ trades.
Based on Echo Financial Advisors, LLC
0.25% annually, flat rate for all assets
Akron, OH
Ohio
Echo Financial Holdings Inc.
2023 - Present (3 years)
KingsCrowd
2019 - 2021 (2 years)
Seeking Alpha
2014 - Present (12 years)
Avaring Capital Advisors
2012 - 2022 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Akron, OH
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Series 66
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CFA®, Series 65, Series 66
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