- Dan Jones knows how to overcome adversity and solve problems. In May 1999, doctors told Dan's wife Caren that he was not going to live following an automobile accident. Ten months and two operations later, he was back at work – but in a wheelchair. Dan made a vow to return to his career to make a difference for others and has committed his practice to solving problems for people by finding the right answers. Dan has advised his clients honestly and capably with more than 25 years of financial and investment experience. Dan serves the diverse investment needs of individuals, corporations and nonprofit organizations.
Originally from Wilbraham, Massachusetts, Dan now lives in Bala Cynwyd, Pennsylvania, with his wife, Caren, and their three children, Rachael, Lindsay and Brandon. Dan also serves his community faithfully as:
- Branch Manager –Senior Vice President, Investments
- Registered Investment Advisor Representative,
- Licensed Insurance Agent - Accident & Health, Life and Fixed Annuities, Variable Annuities,
- Former Board Of Trustees - The Magee Rehabilitation Hospital Foundation - Philadelphia, Pennsylvania,
- Founder's Club Member of The Magee Rehabilitation Hospital - Philadelphia, Pennsylvania,
- Vice Chairman of the Finance Committee, co-treasurer of the Memorial and Endowment Fund, and former board member of the United Methodist Church of Bala Cynwyd, Pennsylvania.
- Founding Board Member of the Philadelphia Chapter of The Buoniconti Fund To Cure Paralysis at The Miami Project. The Miami Project is the world's largest, most comprehensive spinal cord injury research center based at theUniversity of Miami School of Medicine.
- Financial Columnist for Paraplegia News Magazine.
- Financial Advisor to the Latvian Relief Fund of America, Inc., as well as many other nonprofit organizations.
- Former Board Member and Financial Advisor to The Union Fire Association of Lower Merion Township, Pennsylvania.
- Former Board Member - Wesley Foundation of Philadelphia, Pennsylvania.
- Former Judge of Elections voting district 9-2 for Montgomery County, Pennsylvania.
- Former Financial Advisor for Greg Smith's nationally syndicated "On a Roll Radio" program.
- BS Business Administration 1977, Ithaca College, Ithaca, New York
- Honored as 2010 "Community Hero" by NTAF-The National Transplant Assistance Fund. NTAF each year honors members of the community who have made a substantial and lasting difference in the lives of persons suffering catastrophic injury or in need of a transplant.
- Honored in 2009 as The Main Line Times Newspaper "Volunteer Of The Week" with his wife Caren for their extensive efforts on behalf of folks with disabilities as Executive Directors of the Phila. Chapter of The Buoniconti Fund for The Miami Project- The world's largest spinal cord research center. The Phila. Chapter is the largest in the country.
- Honored in 2008 as 1 of 5 Financial Advisors at the Raymond James Summer Development Conference as a "Top Gun" for his leadership, work and involvement with nonprofit organizations in his community.
- Honored as 2006-2007 "Man of the Year" by Ability Plus at Mount Snow, Vermont for his community service.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.