Davis & Wehrle
44yrs
Top advisor by experience in Round Rock
12yrs
Based in Round Rock, Texas, Danny Morgan is a fiduciary financial advisor with 12 years of industry experience. Danny joined Edward Jones in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Danny holds the CFP® designation.
One of 107 advisors with offices in Round Rock, and one of 96 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 58% of advisors at Edward Jones
Office1830 Round Rock Avenue Suite 200, Round Rock, TX 78681
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowEdward JonesCurrent firm
Contact Danny
Local office(737) 257-4807Ask for Danny. (314) 515-2000Main office · St. Louis, MO 1830 Round Rock Avenue Suite 200Round Rock, TX 78681Office · Get directions
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Questions to ask Danny
Tailored to Danny’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 Danny
How do I contact Danny?
Call Danny’s local office at (737) 257-4807 or the Edward Jones main office at (314) 515-2000, and ask for Danny Morgan.
How long has Danny been a financial advisor?
Danny has been in the industry since 2014, about 12 years. More experience than 58% of advisors at Edward Jones.
What licenses does Danny hold?
Series 66. Tap any license on this page to see what it allows.
Is Danny a fiduciary?
Danny is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danny paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Danny 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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