LPL Financial
42yrs
Top advisor by experience in Lynnwood
10yrs
Daniel Jones has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Lynnwood, Washington. Daniel has been with Wells Fargo Advisors since 2017. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 118 advisors with offices in Lynnwood, and one of 114 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office3400 188th St SW Suite 500, Lynnwood, WA 98037
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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
- 2017 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Daniel
Local office(425) 670-2757Ask for Daniel. (314) 875-3000Main office · St. Louis, MO 3400 188th St SW Suite 500Lynnwood, WA 98037Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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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 Daniel’s local office at (425) 670-2757 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Daniel Jones.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2017, about 10 years. 10 years in the industry.
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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