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Jeffrey Dagher

Advisor at Edward Jones

Updated today

Location

Harsen Island, MI

Credentials

Series 66

Industry experience

17 years

About

Jeffrey Dagher is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is a member of DAGHER CAPITAL HOLDINGS LLC, which owns the building leased by his Edward Jones branch office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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

Harsen Island, MI

Most active in

Michigan · Texas

Work history

Edward Jones

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael S

Series 63, Series 65

Chesterfield, MI

MJS Capital Inc.

Michael Shanku is the sole advisor at MJS Capital Inc., an independent registered investment adviser based in Chesterfield, MI. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2010, he has been managing portfolios through MJS Capital Inc. MJS Capital Inc. provides individualized portfolio management services to individual clients, overseeing approximately $2.52 million in assets across 11 accounts. The firm emphasizes documented analysis methods, ongoing monitoring, and security selection as part of its investment approach.

General retirement planning
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Jonathan P

CFP®, CFA®

Fair Haven, MI

Waterford Financial Management, LLC

Jonathan Phelan is a CFP® and CFA® with 15 years of experience in financial advising. He has been with Waterford Financial Management, LLC, an independent firm based in New Baltimore, MI, since 2007. Outside of financial advising, he serves as a director of Thompson-Phelan Group, Inc., a general contracting business. Waterford Financial Management provides fiduciary investment management and financial planning primarily for private individuals with tax-qualified and fully taxable accounts. The firm also offers employer consulting, including defined-contribution plan services, and uses a structured investment approach combining modern portfolio theory with intrinsic stock valuation.

Wealth management Active portfolio management Passive / index investing Real estate investing
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Darren H

Series 63, Series 65

New Baltimore, MI

Ironwood Financial, LLC

Darren Hesselink is a financial advisor at Ironwood Financial, LLC with credentials including Series 63 and Series 65 licenses. He has been with Ironwood Financial since 2026 and previously worked at Wealth Watch Advisors and Energetic Brands LLC. Outside of his advisory role, he is involved with Energetic LLC, a business he has been part of since 2015. Ironwood Financial, LLC is a registered investment adviser that provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies, including derivatives-based approaches like covered call writing, and employs tools such as eMoney and Morningstar to tailor portfolios to client goals and risk tolerance.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Scott B

CFP®, ChFC®, Series 66

Algonac, MI

Fairway Investment Group, LLC

Scott Barnhart is a CFP® and ChFC® with eight years of experience in financial advisory. He has been associated with Fairway Investment Group, LLC, Paradigm Equities, Inc., and MEA Financial Services since 2017. Prior to his advisory roles, he worked with Algonac Schools for five years. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis, focusing on a membership-based client population rather than high-net-worth individuals.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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Kyle T

Series 66

Chesterfield, MI

MDRN Capital

Kyle Tessmar is a financial advisor with MDRN Capital holding a Series 66 designation and two years of industry experience. Prior to joining MDRN Capital, he worked at Edward Jones, Mortgage Pros, United Wholesale Mortgage, and SFL. He is also involved with MDRN Insurance, LLC as an insurance agent. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment approach while allowing for tactical adjustments, utilizing unaffiliated independent managers, mutual funds, ETFs, and individual securities.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Christopher S

Series 63, Series 65

Chesterfield, MI

Founders Financial Securities LLC

Christopher Schwarzkoff is a financial advisor at Founders Financial Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc. and Diversified Retirement Services, among other roles. Schwarzkoff also engages in the solicitation and placement of fixed insurance products. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and a range of investment programs that combine mutual funds, ETFs, model allocations, and sub-advised strategies.

Business exit / sale strategy Founder/Business Owner Retired
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