Unclaimed Profile

Daniel Joseph Johnedis

CHESAPEAKE FINANCIAL GROUP INC·WILLIAMSBURG, Virginia

Series 7, Series 66Clean record23 years registeredCHESAPEAKE FINANCIAL GROUP INC

4804 COURTHOUSE ST SUITE 2A, WILLIAMSBURG, VA 23188CRD# 2107074Firm CRD# 108039

Profile Verification

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

Identity

Daniel Joseph Johnedis · WILLIAMSBURG, VA

Registration

CRD #2107074 · CHESAPEAKE FINANCIAL GROUP INC · 23 years registered

Brand Profile

Not yet started

Career History

CRATUS CAPITAL, LLC

May 2016 – present

STRATEGIC WEALTH PARTNERS, LTD.

Aug 2015 – Feb 2016

INDEPENDENCE, OH

CHESAPEAKE INVESTMENT GROUP

Aug 2013 – Dec 2013

WILLIAMSBURG, VA

EDWARD JONES

Aug 2011 – Aug 2011

AUSTIN, TX

WAYPOINT ADVISORS, LLC

Oct 2002 – Mar 2004

NORFOLK, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 25, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHESAPEAKE FINANCIAL GROUP INC

CRD 108039 · SEC 801-64765

AUM

$84M

Regulatory assets under management

Employees

181 client accounts

Services offered by CHESAPEAKE FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CHESAPEAKE FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Daniel Joseph Johnedis offer?

Daniel Joseph Johnedis specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILLIAMSBURG, Virginia for a consultation.

What are Daniel Joseph Johnedis's credentials?

Daniel Joseph Johnedis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Joseph Johnedis located?

Daniel Joseph Johnedis is based in WILLIAMSBURG, Virginia, working with CHESAPEAKE FINANCIAL GROUP INC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.

How does Daniel Joseph Johnedis charge for services?

Daniel Joseph Johnedis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHESAPEAKE FINANCIAL GROUP INC?

CHESAPEAKE FINANCIAL GROUP INC has approximately 4 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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