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 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 & Caren have three grown children, Rachael (Andrew), Lindsay (Tim) and Brandon. They also have two handsome grandsons, Rhys and Dean. 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 
• Branch Manager of the Year 2016 - The annual Branch Manager of the Year award is given to just one branch manager in the Raymond James & Associates system, based on quantitative and qualitative metrics including retention, recruiting and leadership. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating. Time period upon which the rating is based is from January 1, 2015 to December 31, 2015, and was released January, 2016.

• 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.
• Former Financial Columnist for Paraplegia News Magazine.
• Former Board Member 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.
• Recognized by the Invest In Others Charitable Foundation 2016 Community Service.
• Recognized by the Invest In Others Charitable Foundation, 2015 and 2014 Community Leadership.
• Recognized by The Adam Taliaferro Foundation '2013 Courage Award'. The Taliaferro mission is to provide financial, educational, and emotional support to student athletes who experience catastrophic head or spinal cord injuries.
• Recognized by NTAF-National Transplant Assistance Fund as the 2010 Community Hero Award.
• Featured 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.
• Recognized in 2006-2007 "Man of the Year" by Ability Plus at Mount Snow, Vermont for his community service.