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Jamie Allen Upson

VerifiedPremier Advisor

Premier Advisor

Stonehearth Capital Management

Specializations
Financial Planning Services
Portfolio Management for Individuals

About Jamie Allen Upson

Jamie Allen Upson is a financial advisor registered with Stonehearth Capital Management in DANVERS, MA. Jamie has been in the industry for over 20 years, and has experience working at both Commonwealth Financial Network and Fidelity Brokerage Services, Inc. Jamie holds the Series 63, 66 and 7 securities licenses. Jamie is also a Certified Financial Planner. Jamie's firm, Stonehearth Capital Management, has 1342 clients and $325,125,005 in regulatory assets under management. Stonehearth Capital Management provides financial planning, portfolio management for individuals and other advisory services.

Firm Information

Jamie Upson is currently registered with Stonehearth Capital Management. Stonehearth Capital Management, based in Danvers, MA, is an investment advisor with a focus on providing financial planning and portfolio management for individuals and high-net-worth individuals. They manage approximately $325 million in assets for 1,342 clients. They offer a wrap fee program and are registered with the SEC.
Stonehearth Capital Management

100 CONIFER HILL DRIVE, UNIT 105

DANVERS, MA 01923

$325.13M

Assets Under Management

2

Total Clients

3

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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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.

Jamie Upson’s Registration & Firm History

MA

01/02/2008 - Present

Stonehearth Capital Management (DANVERS MA)

MA

07/17/2000 - 03/02/2010

COMMONWEALTH FINANCIAL NETWORK (DANVERS MA)

RI

11/23/1999 - 07/13/2000

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

Licenses & Designations

BOTH

Issued 08/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jamie Allen Upson.