Unclaimed Profile

Jesse Hart Daniels

NEWSQUARE CAPITAL, LLC·NEWTOWN SQUARE, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63Clean record24 years registeredNEWSQUARE CAPITAL, LLC

16 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA 19073-3229CRD# 2950332Firm CRD# 152430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jesse Hart Daniels · NEWTOWN SQUARE, PA

Registration

CRD #2950332 · NEWSQUARE CAPITAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEWSQUARE CAPITAL, LLC

MML INVESTORS SERVICES, LLC

Mar 2017 – Dec 2023

NEWTOWN SQUARE, PA

NEWSQUARE CAPITAL, LLC

Feb 2016 – Dec 2017

NEWTOWN SQUARE, PA

MSI FINANCIAL SERVICES, INC.

Jan 2015 – Mar 2017

NEWTOWN SQUARE, PA

NEW ENGLAND SECURITIES CORPORATION

Jun 2002 – Jan 2015

NEWTOWN SQUARE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · June 21, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWSQUARE CAPITAL, LLC

CRD 152430 · SEC 801-70908

AUM

$1.6B

Regulatory assets under management

Employees

3,636 client accounts

Services offered by NEWSQUARE CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NEWSQUARE CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jesse Hart Daniels offer?

Jesse Hart Daniels specializes in Investment Management, Wealth Management.

What are Jesse Hart Daniels's credentials?

Jesse Hart Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jesse Hart Daniels located?

Jesse Hart Daniels is based in NEWTOWN SQUARE, Pennsylvania, last registered with NEWSQUARE CAPITAL, LLC.

How does Jesse Hart Daniels charge for services?

Jesse Hart Daniels's firm is compensated through percentage of aum, subscription fees, other: separate account manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWSQUARE CAPITAL, LLC?

NEWSQUARE CAPITAL, LLC has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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