Jody (Joe) Daniels

Jody joined the Blakeslee & Blakeslee team as a Series 6/63 Registered Representative/Assistant in 2016. In this role, he performs client assistance in all areas of financial planning to help support timely, full-service offerings. With his genuine compassion and empathy, he’s equipped to care for the well-being of the clients he serves. 

In a financial world that often lacks clarity, Jody serves as a source of support and knowledge, helping connect clients with the information they need to succeed. With his experience in ten different industries over 41 years, he’s able to offer unique insights and perspectives in his relationship-building with clients.

Licenses:

FINRA:
Series 6 – Investment Company and Variable Contracts Products Representative
Series 63 – Uniform Securities Agent State Law

Not sure where to start?

Let the experienced team at Blakeslee & Blakeslee help you take a holistic look at your finances, your goals, and your prospects.