Kestra Advisory Services
25yrs
Top advisor by experience in Mount Vernon
4yrs
Daniel Cathro
Financial advisor at Edward Jones
Based in Mount Vernon, Indiana, Daniel Cathro is a fiduciary financial advisor with 4 years of industry experience. Daniel has been with Edward Jones since 2022. Daniel holds the CFP® designation.
One of 10 advisors with offices in Mount Vernon, and one of 10 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office431 E Fourth Street, Mount Vernon, IN 47620
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
- 2022 – nowEdward JonesCurrent firm
Contact Daniel
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Daniel. 431 E Fourth StreetMount Vernon, IN 47620Office · 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 Cathro. Daniel works from the Mount Vernon, IN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 4 years. 4 years in the industry.
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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