Dana Manley
Also appears in the source record as: Dana Mitchell Manley
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- Series 66Series 63Series 26SIESeries 7
- Registered states (21)
- California · Colorado · Delaware · Florida · Georgia · Hawaii · Illinois · Indiana · Kansas · Maine · Massachusetts · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington
- Years in the industry (source record)
- 29
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 2854827 contains one or more disclosure events as of Aug 20, 2026.
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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
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Sep 4, 2018 → present
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start not retrieved → present
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Usaa Investment Management CompanyIA capacityJan 8, 2018 → Jun 1, 2018
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Usaa Financial Advisors, Inc.BD capacityOct 4, 2011 → Jun 1, 2018
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Usaa Financial Planning ServicesIA capacityNov 9, 2011 → Jan 8, 2018
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Signator Investors, Inc.BD capacitySep 24, 2007 → Mar 26, 2010
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Uvest Financial Services Group, Inc.BD capacityMar 30, 2007 → Sep 13, 2007
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Morgan Keegan & Company, Inc.BD capacityFeb 13, 2007 → Apr 18, 2007
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Amsouth Investment Services, Inc.BD capacityApr 10, 2006 → Feb 13, 2007
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Synovus Securities, Inc.BD capacityDec 5, 2003 → Aug 29, 2005
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Invest Financial CorporationBD capacityNov 26, 2002 → Dec 8, 2003
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Futureshare Financial LLCBD capacityDec 5, 2001 → Nov 29, 2002
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Conseco Securities, Inc.BD capacityApr 20, 2001 → Dec 5, 2001
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Invest Financial CorporationBD capacityJan 4, 2001 → Apr 25, 2001
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Amsouth Investment Services, Inc.BD capacityDec 21, 1999 → Nov 16, 2000
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Banc Of America Investment Services, Inc.BD capacityApr 1, 1998 → Dec 1, 1999
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Barnett Investments, Inc.BD capacityApr 16, 1997 → Apr 1, 1998
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.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.