JJ
James D. Jedrziewski
MARIDEA WEALTH MANAGEMENT
SHAVANO PARK, TX 78231
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CRD#: 5601146
JJ
Professional summary
James Dustin Jedrziewski, who also goes by James Jedrziewski, Jamey Dustin Jedrziewski, is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Shavano Park, Texas and PRIVATE CLIENT SERVICES, LLC located in San Antonio, Texas.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. James has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James Jedrziewski | Jamey Dustin Jedrziewski
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.
1) VitalStone Financial, LLC; DBA for Maridea Wealth Management LLC; effective 09/2024. Time spent: 40 hours/ week 2) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 3) Maridea Wealth Management LLC; Investment-related; 25 Kent Avenue Suite 401, Brooklyn, NY 11249; Registered Investment Adviser; Start date: 09/2024; Investment advisory services offered through Maridea Wealth Management LLC. Mr. Jedrziewski serves as an Investment Adviser Representative for Maridea Wealth Management LLC since 09/2024. 4) Mr. Jedrziewski is registered with Private Client Services, LLC ("PCS") and Maridea Wealth Management LLC ("Maridea"). Mr. Jedrziewski has served as a registered representative with PCS since 10/2020, has served as an investment advisor representative with Maridea since 09/2024. Business is conducted from 3009 Napier Park, Shavano Park, TX. Approximately 90% of Mr. Jedrziewski's time is for services as an investment advisor representative and the balance as a registered representative.
CRS (Client Relationship Summary) - RIA
Click below to view James Dustin Jedrziewski'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®
NoneExperience
Current
September 30, 2024 - Present
MARIDEA WEALTH MANAGEMENT
Office #1: 3009 Napier Park, Shavano Park, TX 78231RIA
CRD#: 325523
SHAVANO PARK, TX
Current
October 1, 2020 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 3009 Napier Park Ste 101, San Antonio, TX 78231RIA
BD
CRD#: 120222
San Antonio, TX
Past
October 9, 2020 - November 22, 2024
VITALSTONE FINANCIAL, LLC
RIA
CRD#: 310485
SHAVANO PARK, TX
Past
March 25, 2017 - October 6, 2020
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
San Antonio, TX
Past
March 25, 2017 - October 6, 2020
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
San Antonio, TX
Past
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
SAN ANTONIO, TX
Past
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SAN ANTONIO, TX
Past
January 30, 2013 - January 2, 2015
NEW ENGLAND SECURITIES
RIA
CRD#: 615
SAN ANTONIO, TX
Past
January 22, 2009 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
SAN ANTONIO, TX
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".
MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HARTSHORNE GROUP
CRD#: 325523 / SEC#: 801-129360
RIA
Registered Investment Advisory firm - (1/31/2024 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/1/2020)
RR
Colorado(10/1/2020)
RR
Florida(10/1/2020)
RR
Georgia(10/1/2020)
RR
Idaho(10/1/2020)
RR
Illinois(10/1/2020)
RR
New York(10/1/2020)
RR
North Carolina(10/1/2020)
RR
Ohio(10/1/2020)
RR
Texas(10/1/2020)
IAR
Texas(9/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MW
MARIDEA WEALTH MANAGEMENT
BAY STREET CAPITAL HOLDINGS | VITALSTONE FINANCIAL | PINNACLE WEALTH | MARIDEA WEALTH MANAGEMENT LLC | MARIDEA WEALTH MANAGEMENT | HUCKLEBERRY CAPITAL MANAGEMENT | HOOT WEALTH | HARTSHORNE GROUP
CRD#: 325523 / SEC#: 801-129360
RIA
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Contact information
Main Address
25 Kent Avenue Suite 401, Brooklyn, NY 11249
Mailing Address
Phone number
(347) 289-5227
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,509 |
| AUM (Assets Under Management) | $ 469,226,780 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
