UBS Financial Services
47yrs
Top 1% by experience in Louisville
12yrs
Daniel Jacus
Full name on record: Daniel Erwin Jacus
Financial advisor at Raymond James Financial Services Advisors
Daniel Jacus has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Louisville, Kentucky. Daniel has been with Raymond James Financial Services Advisors since 2023; before that, Daniel spent four years at Raymond James & Associates. Daniel holds the CFP® designation.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office10200 Forest Green Blvd. Suite 407, Louisville, KY 40223
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Career
- 2023 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2019 – 2023Raymond James & Associates, Inc.Previously
Contact Daniel
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Daniel. 10200 Forest Green Blvd. Suite 407Louisville, KY 40223Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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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 Raymond James Financial Services Advisors at (727) 567-3020 and ask for Daniel Jacus. Daniel works from the Louisville, KY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Daniel hold?
Series 63, 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?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, 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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