J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
23yrs
Daniel Rush is a fiduciary financial advisor in San Francisco, California, with 23 years in the industry. Daniel joined Valmark Advisers in 2020, after three years at Eagle Strategies and less than a year at Cuso Financial Services. Valmark Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 68% of advisors in San Francisco
Office235 Montgomery Street, 26th Floor, San Francisco, CA 94104
FirmValmark Advisers
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$554,438
Advisors at the firm285
States licensed ?1 state
Services through Valmark Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Career
- 2020 – nowSDM Advisors, LLCCurrent
- 2020 – nowValmark Advisers, Inc.Current firm
- 2010 – 2013Eagle Strategies LLCPreviously
- May 2008 – May 2008Cuso Financial Services, L.P.Previously
Contact Daniel
235 Montgomery Street, 26th FloorSan Francisco, CA 94104Office · Get directions Firm main line(800) 765-5201Headquarters: Valmark Advisers · Akron, OH Firm websitewww.valmarkfg.com
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Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Valmark Advisers at (800) 765-5201 and ask for Daniel Rush. Daniel works from the San Francisco, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2004, about 23 years. More experience than 68% of advisors in San Francisco.
What licenses does Daniel hold?
Series 63, Series 65, 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?
Valmark Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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