Jackson McDaniel has been an investment adviser representative at Moss, Luse & Womble since August 2016, and is not listed among the firm’s executive officers or direct owners. Jackson McDaniel holds a Bachelor of Business Administration in Accounting from Harding University.
Moss, Luse & Womble, LLC is a Plano, TX firm with $803M under management, 874 clients and 21 advisers in one office, as of its September 2026 filing.
Jackson McDaniel is Partner of Moss, Luse & Womble, LLC. He began his career at Deloitte's Dallas office as an audit associate within the Audit & Assurance service group, specializing in large public and private financial services companies. At the firm he has focused on supporting dental professionals in starting and acquiring practices.
- Moss, Luse & Womble, LLCCurrent– present · 10 yearsPlano, TX · Adviser representative · Firm CRD 152841
Professional designations
Listed by Moss, Luse & Womble
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Jackson McDaniel is registered as an investment adviser representative in Texas, since August 2016.
- TexasSince 26 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 August 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jackson Grant McDaniel
- CRD
- 6700435
- Firm
- Moss, Luse & Womble · CRD 152841
- Office
- 5160 TENNYSON PARKWAY, SUITE 2000W, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mosslusewomble.com
Where does Jackson McDaniel work?
Jackson McDaniel is an investment adviser representative registered through Moss, Luse & Womble, LLC since August 2016, and is not listed among the firm’s executive officers or direct owners.
Is Jackson McDaniel a financial advisor?
Yes. Jackson McDaniel has a current investment-adviser registration in Texas, through Moss, Luse & Womble since August 2016.
How many years of experience does Jackson McDaniel have?
Jackson McDaniel has 10 years in the financial industry, since August 2016, across 1 adviser firm.
What exams has Jackson McDaniel passed?
Jackson McDaniel passed the Series 65 in August 2016.
Where is Jackson McDaniel based?
Jackson McDaniel’s registered office is in Plano, TX.
Is Jackson McDaniel registered with FINRA?
No. Jackson McDaniel has no current broker registration.
How can I verify Jackson McDaniel’s record?
Search CRD 6700435 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jackson McDaniel’s full registration record.
