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RIA / WealthAdvisorCertified Financial Planner11 years in industry

JESSE SVEN DANIELSON

Advisor at DUKE AND DUKE WEALTH MANAGEMENT LLC

DOYLESTOWN, PA

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Search this name across graphsid dfx:ria:092588e2-ff03-9849-ab2f-c0629cfbeed6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 20, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DUKE AND DUKE WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 13, 2017
First registration: Mar 20, 2017
Dual registered: no
Other names: JESSE DANIELSON|JESSE SVEN DANIELSON
IAPD individual key: 6353232

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DUKE AND DUKE WEALTH MANAGEMENT LLC	State registered	Sep 27, 2024	n/a	yes	DOYLESTOWN, PA	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Mar 4, 2021	Sep 30, 2024	no	Malvern, PA	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jun 5, 2019	Nov 10, 2020	no	PHILADELPHIA, PA\|Mount Laurel, NJ	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Mar 20, 2017	May 28, 2019	no	NEEDHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANGUARD ADVISERS, INC.	DUKE AND DUKE WEALTH MANAGEMENT LLC	Sep 30, 2024	Sep 27, 2024	-3	Firm change	Ibd to state RIA
RAYMOND JAMES & ASSOCIATES, INC.	VANGUARD ADVISERS, INC.	Nov 10, 2020	Mar 4, 2021	114	Firm change	Ibd to ibd
COMMONWEALTH FINANCIAL NETWORK	RAYMOND JAMES & ASSOCIATES, INC.	May 28, 2019	Jun 5, 2019	8	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ DUKE AND DUKE WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Sep 27, 2024 to presentfactForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Mar 4, 2021 to Sep 30, 2024factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jun 5, 2019 to Nov 10, 2020factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Mar 20, 2017 to May 28, 2019factForm ADV

Dated events

Occurred
Sep 30, 2024
Advisor changed firm
Jesse Sven Danielson left Vanguard Advisers, Inc. for Duke And Duke Wealth Management Llc (registered 2024-09-27)
Form ADVobserved 6 days ago