Daniel Jankelunas
Client First Financial Advisors · Coral Springs, Florida
Daniel Jankelunas is a fee-only financial advisor at Client First Financial Advisors in Coral Springs, Florida, who holds the CFP credential. Client First Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Client First Financial Advisors |
|---|---|
| Based in | Coral Springs, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.3M across 16 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2460695 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Daniel's firm compares
- Client First Financial Advisors's average account is about $395,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Daniel
Is Daniel Jankelunas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Client First Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Client First Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Jankelunas based?
Daniel Jankelunas is based in Coral Springs, Florida.
What credentials does Daniel Jankelunas hold?
Daniel Jankelunas holds the CFP credential.
Is Daniel Jankelunas registered with the SEC?
Yes. Daniel Jankelunas is registered as an investment adviser representative in FL (CRD 2460695), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Client First Financial Advisors manage?
Client First Financial Advisors reports $6.3M across 16 accounts in assets under management.
How do I contact Daniel Jankelunas?
Contact details aren't on file yet. Search for Client First Financial Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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