LPL Financial
43yrs
Top advisor by experience in Sequim
32yrs
Daniel Abbott
Financial advisor at Edward Jones
Based in Sequim, Washington, Daniel Abbott is a fiduciary financial advisor with 32 years of industry experience. Daniel joined Edward Jones in 2017, after eight years at Morgan Stanley and a year at Citigroup Global Markets. Daniel holds the CFP® designation.
One of 28 advisors with offices in Sequim, and one of 27 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 4% by experience at Edward Jones
Office990 E Washington St Suite 2b, Sequim, WA 98382
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowEdward JonesCurrent firm
- 2009 – 2017Morgan StanleyPreviously
- Aug 2008 – Jun 2009Citigroup Global Markets Inc.Previously
- 2002 – 2008Wells Fargo Clearing Services, LLCPreviously
Contact Daniel
Local office(360) 498-7314Ask for Daniel. (314) 515-2000Main office · St. Louis, MO 990 E Washington St Suite 2bSequim, WA 98382Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (360) 498-7314 or the Edward Jones main office at (314) 515-2000, and ask for Daniel Abbott.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1994, about 32 years. Top 4% by experience at Edward Jones.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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