Daniel Dryden Joss
CFP®Professional Summary
Daniel Dryden Joss, CFP® is a registered financial advisor currently at JOSS BROWN WEALTH ADVISORS located in Williamsburg, Virginia. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Daniel has worked at 5 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Financial Planning
- Investment Management
- Education Funding
Biography
Dan Joss MBA, CFP®, Registered Life Planner® is the founder of Joss Financial Group LLC with over 15 years experience in the industry. He has been named "Top Financial Professional" in Northern Virginia Magazine each year since 2011 and has recently been named as one of the "Top Financial Planners" in Washingtonian. Prior to founding Joss Financial Group, Dan was a founding partner of FJY Financial, a large financial planning and investment firm in Northern...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
JOSS BROWN WEALTH ADVISORS | JOSS BROWN WEALTH ADVISORS GROUP LLC
Contact Information
Main Address
1321 Jamestown Road, Suite 201, Williamsburg, VA 23185Phone Number
(757) 903-2127# of Employees
5SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
603AUM (Assets Under Management)
$162,360,605Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
JOSS BROWN WEALTH ADVISORS | JOSS BROWN WEALTH ADVISORS GROUP LLC
State Registrations and Notice Filings
(3/15/2023)
(3/15/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Dryden Joss's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Retirement Planning
- Financial Planning
- Investment Management
- Education Funding
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COLONIAL RIVER WEALTH MANAGEMENT LLC
