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James Dustin Jedrziewski

VITALSTONE FINANCIAL, LLC·SHAVANO PARK, Texas
SIE, Series 7, Series 66Clean record13 years registeredVITALSTONE FINANCIAL, LLC
3009 NAPIER PARK, SHAVANO PARK, TX 78231CRD# 5601146Firm CRD# 310485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Dustin Jedrziewski · SHAVANO PARK, TX
Registration
CRD #5601146 · VITALSTONE FINANCIAL, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

MARIDEA WEALTH MANAGEMENT
Sep 2024 – present
VITALSTONE FINANCIAL, LLC
Oct 2020 – Nov 2024
SHAVANO PARK, TX
MML INVESTORS SERVICES, LLC
Mar 2017 – Oct 2020
San Antonio, TX
MSI FINANCIAL SERVICES, INC.
Jan 2015 – Mar 2017
SAN ANTONIO, TX
NEW ENGLAND SECURITIES CORPORATION
Jan 2013 – Jan 2015
SAN ANTONIO, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 30, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VITALSTONE FINANCIAL, LLC
CRD 310485 · SEC 801-119426
AUM
$200M
Regulatory assets under management
Employees
6
1,244 client accounts
Services offered by VITALSTONE FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VITALSTONE FINANCIAL, LLC →
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05

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 at VITALSTONE FINANCIAL, LLC

Jason Robert Odette
SHAVANO PARK, TX
CFP
Christopher Ryan Mcneil
SHAVANO PARK, TX

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