Unclaimed Profile

Daniel Dryden Joss

JOSS BROWN WEALTH ADVISORS GROUP LLC·WILLIAMSBURG, Virginia

Series 65Clean record24 years registeredJOSS BROWN WEALTH ADVISORS GROUP LLC

1321 JAMESTOWN ROAD, SUITE 201, WILLIAMSBURG, VA 23185CRD# 4530542Firm CRD# 324719

Profile Verification

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

Identity

Daniel Dryden Joss · WILLIAMSBURG, VA

Registration

CRD #4530542 · JOSS BROWN WEALTH ADVISORS GROUP LLC · 24 years registered

Brand Profile

Not yet started

Career History

JOSS BROWN WEALTH ADVISORS

Mar 2023 – present

JOSS BROWN WEALTH ADVISORS, LLC

May 2015 – Mar 2023

WILLIAMSBURG, VA

COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS

Jul 2014 – Jul 2015

WILLIAMSBURG, VA

FJY FINANCIAL

Feb 2006 – Jul 2014

RESTON, VA

REMBERT PENDLETON & FOX

Apr 2002 – Jan 2006

FALLS CHURCH, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 4, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOSS BROWN WEALTH ADVISORS GROUP LLC

CRD 324719 · SEC 801-127223

AUM

$116M

Regulatory assets under management

Employees

490 client accounts

Services offered by JOSS BROWN WEALTH ADVISORS GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOSS BROWN WEALTH ADVISORS GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Dryden Joss offer?

Daniel Dryden Joss specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSBURG, Virginia for a consultation.

What are Daniel Dryden Joss's credentials?

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

Where is Daniel Dryden Joss located?

Daniel Dryden Joss is based in WILLIAMSBURG, Virginia, working with JOSS BROWN WEALTH ADVISORS GROUP LLC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.

How does Daniel Dryden Joss charge for services?

Daniel Dryden Joss'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 JOSS BROWN WEALTH ADVISORS GROUP LLC?

JOSS BROWN WEALTH ADVISORS GROUP LLC has approximately 5 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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