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James Dustin Jedrziewski

VITALSTONE FINANCIAL, LLC·SHAVANO PARK, Texas
Unclaimed Profile
3009 NAPIER PARK, SHAVANO PARK, TX 78231CRD# 5601146Firm CRD# 310485
01

About

James Dustin Jedrziewski is a registered financial advisor based in SHAVANO PARK, Texas, affiliated with VITALSTONE FINANCIAL, 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
03

Firm Overview

Firm
VITALSTONE FINANCIAL, LLC
VITALSTONE FINANCIAL, LLC
AUM
$200M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VITALSTONE FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5601146
Firm CRD# 310485
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Dustin Jedrziewski offer?
James Dustin Jedrziewski specializes in Financial Planning, Investment Management. Contact their office in SHAVANO PARK, Texas for a consultation.
What are James Dustin Jedrziewski's credentials?
James Dustin Jedrziewski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Dustin Jedrziewski located?
James Dustin Jedrziewski is based in SHAVANO PARK, Texas, working with VITALSTONE FINANCIAL, LLC. Their office serves clients in the SHAVANO PARK metropolitan area and surrounding communities.
How does James Dustin Jedrziewski charge for services?
James Dustin Jedrziewski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VITALSTONE FINANCIAL, LLC?
VITALSTONE FINANCIAL, LLC has approximately 6 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SHAVANO PARK
Jason Robert Odette — VITALSTONE FINANCIAL, LLCChristopher Ryan Mcneil — VITALSTONE FINANCIAL, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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Research
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