Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey

Dallas J Herold, CEPA®

Financial Advisor

Edward Jones

Cedar Knolls, New Jersey

Professional Profile

Call Me When

Call Me When... A business is considering growth, risk management, or transition

Contact Method

973-539-2902 or dallas.herold@edwardjones.com


  • Insurance
  • Wealth Manager
  • Professional Certifications

    Certified Exit Planning Advisor®

    Functional Expertise

  • Employee benefits
  • Financial Modelling
  • Investments
  • Retirement
  • Risk management
  • Strategic planning
  • Life Coaching
  • Exit/Transition Planning
  • Business Focus

    Providing financial education to foster attraction and retention of employees who are best suited for companies

    Transition Planning Certification

    Exit Planning Institute Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results


    New Jersey Emerging Professional

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To grow my network of professionals for my business owner clients