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Daniel Jones

Investment Adviser Representative at ECHO FINANCIAL ADVISORS, LLC

Akron, OHCRD #6011915Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Ohio
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/15/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0025
Asset tierAnnual rate
All Assets0.25%
Source

ECHO Financial Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ECHO FINANCIAL ADVISORS, LLCCurrent
9/10/2024 – Akron, OH
AVARING CAPITAL ADVISORS, LLC
5/22/2012 – 12/31/2022Highland Heights, OH
AVARING CAPITAL ADVISORS, LLC
5/22/2012 – 12/31/2020Highland Heights, OH

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

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.