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DS

Daniel J. Stefanski

JOINT FINANCIAL
RAMSEY, NJ
Some features on this profile are disabled
CRD#: 7454021
DS
Daniel Joseph StefanskiJOINT FINANCIAL

Professional summary

Daniel Joseph Stefanski is a registered financial advisor currently at JOINT FINANCIAL LLC located in Ramsey, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Daniel has worked at 3 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Stefanski'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®
None

Experience

Current

June 16, 2026 - Present

JOINT FINANCIAL LLC

RIA
CRD#: 340730
RAMSEY, NJ
Past

January 2, 2025 - June 14, 2026

MY WEALTH PLANNERS

RIA
CRD#: 305664
LONGMONT, CO
Past

October 22, 2021 - June 7, 2024

MCADAM LLC

RIA
CRD#: 170914
Philadelphia, PA

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
New Jersey
(6/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/7/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/18/2022
Securities Industry Essentials Examination

Current Firm

JF
JOINT FINANCIAL LLC
JOINT FINANCIAL LLC

CRD#: 340730 / SEC#:

New Jersey
Registered Investment Advisory firm - (6/16/2026 Approved)
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Contact information

Main Address
Ramsey, NJ
Mailing Address
Phone number
(845) 337-2288
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JOINT FINANCIAL LLC

CRD#: 340730Ramsey, NJ

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