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Advisors / Minnesota / Circle Pines
13yrs

Daniel Babbitt

Financial advisor at Edward Jones

Daniel Babbitt is a fiduciary financial advisor in Circle Pines, Minnesota, with 13 years in the industry. Daniel joined Edward Jones in 2013, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.

One of 3 advisors with offices in Circle Pines, and one of 3 fiduciaries.

Circle Pines, MN 55014Fiduciary advisor
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At a glance

Experience13 years (since 2013)
How that compares ?More experience than 60% of advisors at Edward Jones
Office9304 Lexington Ave North, Circle Pines, MN 55014
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 66Uniform Combined State Law Examination

Career

  1. 2013 – now
    Edward JonesCurrent firm

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Babbitt. Daniel works from the Circle Pines, MN 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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