Daniel Jones
Chief Executive Officer & Chief Compliance OfficerEcho Financial Advisors, LLCCRD 6011915
About Daniel Jones
Daniel Jones is listed as Chief Executive Officer & Chief Compliance Officer at Echo Financial Advisors, LLC. Form ADV reports a beneficial ownership band of Under 5%. Daniel Jones is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Echo Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Jones work?
Daniel Jones is listed as Chief Executive Officer & Chief Compliance Officer at Echo Financial Advisors, LLC on SEC Form ADV.
How much of Echo Financial Advisors, LLC does Daniel Jones own?
Form ADV reports a beneficial ownership band of Under 5%.
Echo Financial Advisors, LLC
| Title | Chief Executive Officer & Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Echo Financial Advisors, LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |