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Jamie Allen Upson

STONEHEARTH CAPITAL MANAGEMENT LLC·DANVERS, Massachusetts
Clean recordSTONEHEARTH 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jamie Allen Upson is a registered financial advisor based in DANVERS, Massachusetts, affiliated with STONEHEARTH CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STONEHEARTH CAPITAL MANAGEMENT LLC
STONEHEARTH CAPITAL MANAGEMENT
AUM
$325M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at STONEHEARTH CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4046712
Firm CRD# 128866
View on FINRA BrokerCheck →

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05

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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Other Advisors at STONEHEARTH CAPITAL MANAGEMENT LLC

Willam B Merrithew
DANVERS, MA
Christopher John Gauthier
DANVERS, MA
Richard Edward Prout
DANVERS, MA

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Research
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