- 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 30 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. Dan and Caren have three grown children, Rachael (Andrew and Rhys), Lindsay and Brandon. Dan also serves his community faithfully as:
- Branch Manager – Senior Vice President, Investments
- TOP 75 Branch Managers On Wall Street - June 2018
- TOP 100 Branch Managers On Wall Street - June 2017
- Investment Adviser Representative
- Licensed Insurance Agent - Accident & Health, Life and Fixed Annuities, Variable Annuities.
- BS Business Administration 1977, Ithaca College, Ithaca, New York
- Executive Director - 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 the University of Miami School of Medicine.
- Former Board Of Trustees Member - The Magee Rehabilitation Hospital Foundation - Philadelphia, Pennsylvania.
- Founder's Club Member of The Magee Rehabilitation Hospital - Philadelphia, Pennsylvania.
- Former 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.
- 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.
- Honored by the Invest In Others Charitable Foundation 2016 Community Service Awards. 'One of three Community Service Award Finalists'. Dan's charity, The Buoniconti Fund for The Miami Project, received a $5000. charitable gift.
- Honored by the Invest In Others Charitable Foundation, 2015 and 2014 Community Leadership Awards. "The Volunteer Of The Year Award-Honorable Mention".
- Honored with ‘The 2013 Adam Taliaferro Courage Award’, given to individuals who have overcome severe adversity in their life. The Taliaferro mission is to provide financial, educational, and emotional support to student athletes who experience catastrophic head or spinal cord injuries.
- 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 as 2006-2007 "Man of the Year" by Ability Plus at Mount Snow, Vermont for his community service.
On Wall Street named Daniel C Jones one of the top 100 branch managers in the country. On Wall Street, in partnership with New York Life/Mainstay Investments, throws a spotlight on the top 100 mangers with their Annual Branch Manager Awards. This year's accolades fall to 100 Honorees that have been nominated by their firms and then selected by the editors of the magazine. Nominees must be employees at a major, leading brokerage firm and are evaluated on leadership, dedication to superior client service and their ability to recruit, develop and retain talented advisors. The final honorees were selected by four judges: Research Directors, Bill Butterfield and Alois Pirker, of the Aite Group; Associate Director, Kenton Shirk, at Cerulli Associates, and Stewart Lee, CEO of LEE Training; based on a quantitative and qualitative review of data from two surveys, one filled out by persons making the nomination and the second by the nominee. Raymond James is not affiliated with On Wall Street, New York Life/Mainstay Investments, Bill Butterfield, Alois Pirker, Kenton Shirk, Stewart Lee, or the organizations these individuals represent. This recognitions may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this recognitions.
