Daniel Jones
Investment Adviser Representative at ECHO Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Jones is an investment adviser representative with ECHO Financial Advisors, LLC in Akron, OH, where they have been registered since 2024. They have worked in the securities industry since 2014 and were previously registered with Avaring Capital Advisors, LLC. They have passed the Series 63 (state securities agent) exam. They are registered to provide investment advice in Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- KingsCrowdSep 2019 – Sep 2021Akron, OH
- Avaring Capital AdvisorsFeb 2012 – Dec 2022Shaker Heights, OH
- Seeking AlphaAug 2014 – no end date reportedAkron, OH
- Echo Financial Holdings Inc.Jan 2023 – no end date reportedAkron, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ECHO Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Subscription fee
- Estimated blended rate
- 0.0025
- All Assets0.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Akron, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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