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Advisors / Missouri / St. Louis
25yrs

Daniel Will

Financial advisor at Edward Jones

Based in St. Louis, Missouri, Daniel Will is a fiduciary financial advisor with 25 years of industry experience. Daniel has been with Edward Jones since 2020. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.

St. Louis, MO 63127Top 12% by experience at Edward JonesFiduciary advisor
Call the officeDirections

At a glance

Experience25 years (since 2001)
How that compares ?Top 12% by experience at Edward Jones
Office12250 Weber Hill Rd Suite 120, St. Louis, MO 63127
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2020 – now
    Edward JonesCurrent firm

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Daniel

How do I contact Daniel?

Call Daniel’s local office at (314) 208-2505 or the Edward Jones main office at (314) 515-2000, and ask for Daniel Will.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2001, about 25 years. Top 12% by experience at Edward Jones.

What licenses does Daniel hold?

Series 63, Series 66. 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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