Senior Vp - Investments
Duke And Duke Wealth Management, A Wholly Owned Subsidiary Of Secure Retirement
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Jesse Danielson, Cfp® Email & Phone Number
Senior VP - Investments
at
Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement
1 work email found
@vanguard.com
2 phones found area 802
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement
Role
Senior VP - Investments
Location
Greater Philadelphia, United States, United States
Who is Jesse Danielson, Cfp®? Overview
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Quick answer
Jesse Danielson, Cfp® is listed as Senior VP - Investments at Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at vanguard.com, phone signal with area code 802, and a matched LinkedIn profile for Jesse Danielson, Cfp®.
Jesse Danielson, Cfp® previously worked as Senior VP - Investments at Duke And Duke Wealth Management, A Wholly Owned Subsidiary Of Secure Retirement Strategies and High Net Worth Financial Advisor at Vanguard. Jesse Danielson, Cfp® holds Bachelor Of Arts (B.A.), Economics from Wheaton College (Ma).
Company email context
Email format at Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement
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*@vanguard.com
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AeroLeads found 1 current-domain work email signal for Jesse Danielson, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jesse Danielson, Cfp®
Jesse Danielson, Cfp® is a Senior VP - Investments at Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement . He possess expertise in moneyguide pro, morningstar, customer service, microsoft excel, investments and 2 more skills.
Listed skills include Moneyguide Pro, Morningstar, Customer Service, Microsoft Excel, and 3 others.
Current workplace
Jesse Danielson, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Duke And Duke Wealth Management, A Wholly Owned Subsidiary Of Secure Retirement
8 roles
Jesse Danielson, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Vp - Investments
Current
Duke And Duke Wealth Management, A Wholly Owned Subsidiary Of Secure Retirement Strategies
Sep 2024 - Present
High Net Worth Financial Advisor
Apr 2022 - Sep 2024
Financial Advisor
Feb 2021 - Apr 2022
Investment Portfolio Associate
May 2019 - Nov 2020
Registered Staff Member
D.K. Brede Invesment Management
Prepare financial plans for the Financial PlannerWorks with companies to implement 401K plans, and make updates and changes to their fund lineups Develop and maintain excel spreadsheets for portfolio analysisWork directly with clients to answer questions and resolve issuesCalculate non-covered cost basis for incoming accountsPrepare advisor for client.
May 2015 - May 2019
Intern
D.K Brede Investment Management
Call support lines for insurance and 401k products to get answers to questions posed by Brede investment teamPrepared packets for client advisor meetings, including Portfolio Summaries and Mutual Fund reportsPulled stock and mutual fund information from Morningstar and Valueline as requestedEvaluate client asset allocation
Jan 2015 - May 2015
Intern
Researched different stocks, bonds, and mutual funds, and then pitched them to the brokers to be used in client portfoliosAided in creating Annual Reviews for clientsHelped prepare for Simple IRA review meetings, and then sat in on meetings and observedEntered external accounts into the company database (SmartStation)Helped with filing and other operations.
Jun 2014 - Aug 2014
1 education record
Jesse Danielson, Cfp® education
FAQ
Frequently asked questions about Jesse Danielson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jesse Danielson, Cfp® work for?
Jesse Danielson, Cfp® works for Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement.
What is Jesse Danielson, Cfp®'s role at Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement?
Jesse Danielson, Cfp® is listed as Senior VP - Investments at Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement.
What is Jesse Danielson, Cfp®'s email address?
AeroLeads has found 1 work email signal at @vanguard.com for Jesse Danielson, Cfp® at Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement.
What is Jesse Danielson, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 802 for Jesse Danielson, Cfp® at Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement.
Where is Jesse Danielson, Cfp® based?
Jesse Danielson, Cfp® is based in Greater Philadelphia, United States, United States while working with Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement.
What companies has Jesse Danielson, Cfp® worked for?
Jesse Danielson, Cfp® has worked for Duke And Duke Wealth Management, A Wholly Owned Subsidiary Of Secure Retirement, Duke And Duke Wealth Management, A Wholly Owned Subsidiary Of Secure Retirement Strategies, Vanguard, Raymond James, and D.K. Brede Invesment Management.
How can I contact Jesse Danielson, Cfp®?
You can use AeroLeads to view verified contact signals for Jesse Danielson, Cfp® at Duke and Duke Wealth Management, a wholly owned subsidiary of Secure Retirement, including work email, phone, and LinkedIn data when available.
What schools did Jesse Danielson, Cfp® attend?
Jesse Danielson, Cfp® holds Bachelor Of Arts (B.A.), Economics from Wheaton College (Ma).
What skills is Jesse Danielson, Cfp® known for?
Jesse Danielson, Cfp® is listed with skills including Moneyguide Pro, Morningstar, Customer Service, Microsoft Excel, Investments, Microsoft Office, and Teamwork.
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