1. Wealthminder
  2. Danvers, MA
  3. Log in
  1. Log in
Jamie Upson, financial advisor Danvers MA

Jamie Upson

CRD Number: 4046712
Current Firm: Stonehearth Capital Management
Jamie Upson (CRD# 4046712) is an Investment Advisor Representative working at Stonehearth Capital Management in Danvers, MA and has over 24 years of experience in the finance industry. Jamie Upson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
Similar Advisors
Cynthia Pellegrino, financial advisor Danvers MA
Cynthia Pellegrino
CRD# 4257163
Prosperity Wealth Management, Inc.
Similar Advisors
Marcus Miller, financial advisor Danvers MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Similar Advisors
Nancy Aadalen, financial advisor Danvers MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Stonehearth Capital Management Danvers, MA Jan 2017 - Current 7
Stonehearth Capital Management Danvers, MA Mar 2014 - Dec 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Jamie A. Upson
100 Conifer Hill Drive, Unit 105, Danvers, MA 01923
Phone Number: 978-624-3000
Advisor Website: https://www.stonehearthcapital.com
Firm Website: http://www.twitter.com/stonehearthcap
Registered State(s):
  • MA
  • TX
Current Firm Details
Stonehearth Capital Management
Firm's CRD Number: 128866
100 Conifer Hill Drive, Unit 105, Danvers, MA 01923
By the Numbers
  • Total Assets Under Management
    325
    MILLIONS
  • Total Number of Accounts
    1,342
    ACCOUNTS
  • Average Account Value
    $242,269
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MA, ME, NH, NY, TX, VT, WA

Ready to hire a financial advisor? Get competitive proposals from Jamie Upson and other advisors.
Request Proposals
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.