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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

TitleChief Executive Officer & Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
View Echo Financial Advisors, LLC →

Echo Financial Advisors, LLC

TitleMember
Ownership25-50%
Control personYes
Since2023
View Echo Financial Advisors, LLC →