Daniel Nelson
Advisor at Edward Jones
Updated today
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.
Location
Goliad, TX 77963
Credentials
ChFC®, Series 66
Industry experience
10 years
About
Daniel Nelson is a ChFC® and holds a Series 66 license with Edward Jones, where he has worked as a financial advisor since 2016. He has 10 years of industry experience and serves concurrently in the U.S. Army since 2004. Nelson is involved in several local organizations in Goliad, TX, including serving as a board member and volunteer for various community and economic development groups. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a broad range of advisory services through a nationwide network of financial advisors and branch offices.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
236 S Commercial St Ste A
Goliad, TX 77963
Most active in
Daniel N has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Edward Jones
2016 - Present (10 years)
U S Army
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Karen C
Series 63, Series 65
Goliad, TX
D.A. DAVIDSON & Co.
Karen Cole is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Investment Services, Lodestone Financial, Edward Jones, and RBC Capital Markets. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.
Julia S
Series 63
Goliad, TX
Ameriprise
Julia Stimson is a financial advisor with Ameriprise in Goliad, TX, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise since 2005, including its predecessor firm Ameriprise Financial Services, Inc. Outside of her advisory role, she writes plans for other advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, with algorithmic automation supporting its centralized retirement-income consulting team.
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