Unclaimed Profile

Jamie Allen Upson

STONEHEARTH CAPITAL MANAGEMENT LLC·DANVERS, Massachusetts

Series 7, Series 63, Series 66Clean record22 years registeredSTONEHEARTH CAPITAL MANAGEMENT LLC

100 CONIFER HILL DRIVE, UNIT 105, DANVERS, MA 01923CRD# 4046712Firm CRD# 128866

Profile Verification

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

Identity

Jamie Allen Upson · DANVERS, MA

Registration

CRD #4046712 · STONEHEARTH CAPITAL MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

STONEHEARTH CAPITAL MANAGEMENT

Jan 2005 – present

COMMONWEALTH FINANCIAL NETWORK

Apr 2004 – Mar 2010

DANVERS, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · April 2, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STONEHEARTH CAPITAL MANAGEMENT LLC

CRD 128866 · SEC 801-67868

AUM

$325M

Regulatory assets under management

Employees

1,342 client accounts

Services offered by STONEHEARTH CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STONEHEARTH CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jamie Allen Upson offer?

Jamie Allen Upson specializes in Financial Planning, Investment Management. Contact their office in DANVERS, Massachusetts for a consultation.

What are Jamie Allen Upson's credentials?

Jamie Allen Upson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jamie Allen Upson located?

Jamie Allen Upson is based in DANVERS, Massachusetts, working with STONEHEARTH CAPITAL MANAGEMENT LLC. Their office serves clients in the DANVERS metropolitan area and surrounding communities.

How does Jamie Allen Upson charge for services?

Jamie Allen Upson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STONEHEARTH CAPITAL MANAGEMENT LLC?

STONEHEARTH CAPITAL MANAGEMENT LLC has approximately 7 employees and manages $325M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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