Edward Jones
15yrs
More experience than 66% of advisors at Edward Jones
12yrs
Based in Coffeyville, Kansas, Ashly McDaniel is a fiduciary financial advisor with 12 years of industry experience. Ashly has been with Edward Jones since 2015. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 4 advisors with offices in Coffeyville, and one of 4 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 55% of advisors at Edward Jones
Office216 W 9th St, Coffeyville, KS 67337
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowEdward JonesCurrent firm
Questions to ask Ashly
Tailored to Ashly’s registration and firm.
- 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 Ashly
How do I contact Ashly?
Call Edward Jones at (314) 515-2000 and ask for Ashly McDaniel. Ashly works from the Coffeyville, KS office.
How long has Ashly been a financial advisor?
Ashly has been in the industry since 2015, about 12 years. More experience than 55% of advisors at Edward Jones.
What licenses does Ashly hold?
Series 66. Tap any license on this page to see what it allows.
Is Ashly a fiduciary?
Ashly is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ashly paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ashly 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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