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Daniel Dryden Joss

Joss Brown Wealth Advisors

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About Daniel Dryden Joss

Daniel Dryden Joss is an Investment Advisor Representative with Joss Brown Wealth Advisors located in Williamsburg, VA. Daniel has been in the financial industry since 2014 and has a Series 65 license. Daniel has a designation as a Certified Financial Planner and specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Daniel's current registrations include Texas and Virginia.

Firm Information

Daniel Joss is currently registered with Joss Brown Wealth Advisors. Joss Brown Wealth Advisors is a registered investment advisor based in Williamsburg, VA. The firm provides financial planning and portfolio management services to individuals, families, and businesses. Joss Brown Wealth Advisors manages approximately $139 million in assets for 535 clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm also offers selection of other advisors and portfolio management for individuals.
Joss Brown Wealth Advisors

1321 JAMESTOWN ROAD, SUITE 201

WILLIAMSBURG, VA 23185

$139.32M

Assets Under Management

11

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Joss’s Registration & Firm History

VA

03/15/2023 - Present

Joss Brown Wealth Advisors (WILLIAMSBURG VA)

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Licenses & Designations

IA

Issued 11/06/2000

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Dryden Joss.
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