Cetera Investment Advisers
41yrs
Top advisor by experience in Medford
16yrs
Daniel Schuler
Financial advisor at Edward Jones
Daniel Schuler has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Medford, Oregon. Daniel has been with Edward Jones since 2024; before that, Daniel spent nine years at Wells Fargo Advisors. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 117 advisors with offices in Medford, and one of 112 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 69% of advisors at Edward Jones
Office950 N Phoenix Rd C 102, Medford, OR 97504
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowEdward JonesCurrent firm
- 2015 – 2024Wells Fargo Clearing Services, LLCPreviously
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 Edward Jones at 314-515-2000 and ask for Daniel Schuler. Daniel works from the Medford, OR office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 16 years. More experience than 69% of advisors 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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