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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analystdual registered (broker-dealer)22 years in industry

Daniel Welker

Advisor at EDWARD JONES

MEDINA, OH

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Search this name across graphsid dfx:ria:a9387785-4182-d8fd-1d2e-bb91cc904383

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 10, 2003 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: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 10, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: May 15, 2025
First registration: Oct 10, 2003
Dual registered: yes, broker-dealer
Other names: DANIEL MICHAELPHILIP WELKER|DANIEL MICHAEL PHILIP WELKER
IAPD individual key: 4550410

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
EDWARD JONES	National bd RIA	May 16, 2025	n/a	yes	MEDINA, OH	Current employment
NORTH POINT PORTFOLIO MANAGERS CORPORATION	Independent wealth	Jan 26, 2017	Jul 19, 2021	no	ORANGE VILLAGE, OH	Previous registration
J.P. MORGAN INVESTMENT MANAGEMENT INC.	Asset manager	May 23, 2008	Nov 10, 2009	no	NEW YORK, NY	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Aug 4, 2006	Nov 8, 2007	no	Beachwood, OH\|Beachwood, OH\|BEACHWOOD, OH	Previous registration
MORGAN STANLEY DW INC.	n/a	Oct 10, 2003	Jul 31, 2006	no	BEACHWOOD, OH\|BEACHWOOD, OH	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
NORTH POINT PORTFOLIO MANAGERS CORPORATION	EDWARD JONES	Jul 19, 2021	May 16, 2025	1,397	Firm change after gap	RIA to ibd
J.P. MORGAN INVESTMENT MANAGEMENT INC.	NORTH POINT PORTFOLIO MANAGERS CORPORATION	Nov 10, 2009	Jan 26, 2017	2,634	Firm change after gap	Other
RAYMOND JAMES & ASSOCIATES, INC.	J.P. MORGAN INVESTMENT MANAGEMENT INC.	Nov 8, 2007	May 23, 2008	197	Firm change	Other
MORGAN STANLEY DW INC.	RAYMOND JAMES & ASSOCIATES, INC.	Jul 31, 2006	Aug 4, 2006	4	Firm change	Other

Relationships

Registered with (5)

→ EDWARD JONESRegistered adviserregistration: current employment
May 16, 2025 to presentfactForm ADV
→ NORTH POINT PORTFOLIO MANAGERS CORPORATIONRegistered adviserregistration: previous registration
Jan 26, 2017 to Jul 19, 2021factForm ADV
→ J.P. MORGAN INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
May 23, 2008 to Nov 10, 2009factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Aug 4, 2006 to Nov 8, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 10, 2003 to Jul 31, 2006factForm ADV

Dated events

No dated event names this entity yet.