Daniel D. Joss
JOSS BROWN WEALTH ADVISORS
Williamsburg, VA 23185
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CRD#: 4530542
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.
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 Virginia.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
College/Education Planning
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Dryden Joss's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
March 15, 2023 - Present
JOSS BROWN WEALTH ADVISORS
Office #1: 1321 Jamestown Road, Suite 201, Williamsburg, VA 23185RIA
CRD#: 324719
Williamsburg, VA
Past
May 14, 2015 - March 31, 2023
JOSS BROWN WEALTH ADVISORS, LLC
RIA
CRD#: 175481
WILLIAMSBURG, VA
Past
July 25, 2014 - July 1, 2015
COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS
RIA
CRD#: 122587
WILLIAMSBURG, VA
Past
February 9, 2006 - July 1, 2014
FJY FINANCIAL
RIA
CRD#: 139347
RESTON, VA
Past
April 4, 2002 - January 18, 2006
REMBERT PENDLETON JACKSON
RIA
CRD#: 105171
FALLS CHURCH, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JB
JOSS BROWN WEALTH ADVISORS
JOSS BROWN WEALTH ADVISORS | JOSS BROWN WEALTH ADVISORS GROUP LLC
CRD#: 324719 / SEC#: 801-127223
RIA
Registered Investment Advisory firm - (1/20/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/15/2023)
IAR
Virginia(3/15/2023)
Current Firm
JB
JOSS BROWN WEALTH ADVISORS
JOSS BROWN WEALTH ADVISORS | JOSS BROWN WEALTH ADVISORS GROUP LLC
CRD#: 324719 / SEC#: 801-127223
RIA
Registered Investment Advisory firm - (1/20/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1321 Jamestown Road, Suite 201, Williamsburg, VA 23185
Mailing Address
Phone number
(757) 903-2127
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 535 |
| AUM (Assets Under Management) | $ 139,322,250 |
Red Flags
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Company Information
JOSS BROWN WEALTH ADVISORS
CRD#: 324719Williamsburg, VA 23185TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
