Daniel Morales

CRD 1888522 · Edward Jones · West Palm Beach, FL

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): Series 99TOSIESeries 3Series 7Series 6Series 10Series 9Series 65Series 63
Registered states (14): Colorado · Florida · Georgia · Massachusetts · Nevada · New Jersey · New York · North Carolina · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · West Virginia
Years in the industry (source record): 37
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1888522 contains one or more disclosure events as of Aug 20, 2026.

findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:

FINRA BrokerCheck ↗ · SEC IAPD ↗

Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (17)

From the source registration record · current first

Edward JonesCurrent
West Palm Beach, FL · IA capacity

start not retrieved → present
Edward JonesCurrent
West Palm Beach, FL · BC capacity

start not retrieved → present
Mml Investors Services, LLC
West Palm Beach, FL · IA capacity

Mar 25, 2017 → May 28, 2019
Mml Investors Services, LLC
West Palm Beach, FL · BC capacity

Mar 25, 2017 → May 28, 2019
Msi Financial Services, Inc.
West Palm Beach, FL · IA capacity

Jan 2, 2015 → Mar 25, 2017
Msi Financial Services, Inc.
West Palm Beach, FL · BC capacity

Jan 2, 2015 → Mar 25, 2017
New England Securities Corporation
West Palm Beach, FL · IA capacity

Jan 26, 2012 → Jan 2, 2015
New England Securities
West Palm Beach, FL · BC capacity

Nov 16, 2011 → Jan 2, 2015
Newbridge Financial Services Group, Inc.
Boca Raton, FL · IA capacity

Mar 18, 2009 → Nov 29, 2011
Newbridge Securities Corporation
Boca Raton, FL · BC capacity

Feb 18, 2009 → Nov 29, 2011
Westminster Financial Advisory Corp
Dayton, OH · IA capacity

Feb 10, 2003 → Feb 18, 2009
Westminster Financial Securities, Inc.
Beavercreek, OH · BC capacity

Nov 27, 2001 → Feb 18, 2009
Moors & Cabot, Inc.
Boston, MA · BC capacity

Sep 13, 1999 → Nov 29, 2001
Dean Witter Reynolds Inc.
Purchase, NY · BC capacity

Dec 22, 1994 → Oct 8, 1999
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Jan 9, 1992 → Jan 4, 1995
The Prudential Insurance Company Of America
Newark, NJ · BC capacity

Jan 9, 1989 → Nov 11, 1991
Pruco Securities Corporation
Newark, NJ · BC capacity

Jan 9, 1989 → Nov 11, 1991

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1888522 ↗ FINRA BrokerCheck record for CRD 1888522 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.