AdFi
JD

Jodie Daniel

Investment Adviser Representative at &PARTNERS

Winston Salem, NCCRD #4986216Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
39 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 39 states
AlabamaAlaskaArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMichiganMinnesotaMissouriMontanaNebraskaNew JerseyNew YorkNorth CarolinaNorth DakotaOhioOklahomaPennsylvaniaSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaWashingtonWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/1/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/16/2009

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

&Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

&PARTNERSCurrent
4/3/2025Winston Salem, NC
WELLS FARGO ADVISORS
10/7/20224/17/2025Winston-salem, NC
WELLS FARGO CLEARING SERVICES, LLC
7/11/201410/7/2022Winston Salem, NC
AMERIPRISE FINANCIAL SERVICES, INC.
2/8/20127/7/2014High Point, NC

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at &PARTNERS

Showing 12 of 495 in the directory

View &PARTNERS firm profile
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. Jodie Daniel 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.

Jodie Daniel - Financial Advisor in Winston Salem, NC | AdvisorFinder