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Bobby Daniels's
email & phone

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Current Position:

Wealth Advisor at Jordan Creek Financial Solutions

Experience:

7 years

Location:

West Des Moines, Iowa

How to contact Bobby Daniels

Last updated:2025-09-07
emaild*****s@jordancreekfs.com
phone+1-909-***-**01
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Analytics

According to LinkedIn Bobby Daniels started working on 2018, then the employee has changed 3 companies and 4 jobs. On average, Bobby Daniels works for one company for 1 year 6 months. Bobby Daniels has been working as a Wealth Advisor for Jordan Creek Financial Solutions for 123 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Wealth Advisor at Jordan Creek Financial Solutions

May 2025 - Current

Financial Planner at Syverson Strege

Mar 2023 - May 2025

Financial Advisor at Edward Jones

Feb 2022 - Mar 2023

Senior Regional Sales Director at Sammons Retirement Solutions

Jan 2019 - Feb 2022

Internal Wholesaler at Sammons Retirement Solutions

Jan 2018 - Dec 2018

Education

Yale School of Management

Certified Investment Management Analyst® at Yale School of Management

Bachelor of Science at Iowa State University - College of Business

Frequently Asked Questions

How long has Bobby Daniels been working as a Wealth Advisor?

Bobby Daniels's total experience in various companies as a Wealth Advisor 4 months.

What is Bobby Daniels's minimum period of employment in the companies?

Bobby Daniels's minimum period of employment in various companies is 11 months.

What is Bobby Daniels's average duration of employment for different companies?

On average, Bobby Daniels works for one company for 1 year 10 months

What industries has Bobby Daniels worked in?

Bobby Daniels works in the Financial Services.

What positions has Bobby Daniels held before?

Previously, Bobby Daniels worked as a Financial Planner, and Financial Advisor, and Senior Regional Sales Director, and Internal Wholesaler.

How do I contact Bobby Daniels?

Bobby Daniels's email address is d*****s@jordancreekfs.com, phone number is +1-909-***-**01. Sign up to get contact details.

Who is the President/CEO/Director of the Jordan Creek Financial Solutions?

The President/CEO/Director of the Jordan Creek Financial Solutions is Jami Johnson

Who are Bobby Daniels's peers at other companies?

Bobby Daniels's peers at other companies are Joel Fearon and Iain Brackstone and Chris Trub
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Other employees at Jordan Creek Financial Solutions

Name
Company
Position
D
Financial Professional Liaison - Jordan Creek Financial Solutions
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