Merrill
46yrs
Top advisor by experience in Gilbert
13yrs
Daniel Moyer
Financial advisor at Edward Jones
Daniel Moyer is a fiduciary financial advisor in Gilbert, Arizona, with 13 years in the industry. After five years at John Hancock Investment Management and a year at Manulife Investment Management (us), Daniel joined Edward Jones in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 520 advisors with offices in Gilbert, and one of 502 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 60% of advisors at Edward Jones
Office2487 S Gilbert Rd Suite 107, Gilbert, AZ 85295
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
- 2024 – nowEdward JonesCurrent firm
- 2018 – 2024John Hancock Investment Management LLCPreviously
- Mar 2018 – Nov 2018Manulife Investment Management (us) LLCPreviously
- 2015 – 2018UBS Financial Services Inc.Previously
- Oct 2013 – Aug 2015Wells Fargo Clearing Services, LLCPreviously
Contact Daniel
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Daniel. 2487 S Gilbert Rd Suite 107Gilbert, AZ 85295Office · Get directions
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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 Edward Jones at (314) 515-2000 and ask for Daniel Moyer. Daniel works from the Gilbert, AZ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 13 years. More experience than 60% of advisors at Edward Jones.
What licenses does Daniel hold?
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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