James Jedrziewski, financial advisor Shavano Park TX

James Jedrziewski

CRD Number: 5601146
Current Firm: Vitalstone Financial, LLC

James Jedrziewski (CRD# 5601146) is an Investment Advisor Representative working at Vitalstone Financial, LLC in Shavano Park, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services San Antonio, TX Oct 2020 - Current 3
Vitalstone Financial, LLC San Antonio, TX Oct 2020 - Current 3
Mml Investors Services, LLC San Antonio, TX Mar 2017 - Oct 2020 3
Massmutual Life Insurance Company San Antonio, TX Jul 2016 - Sep 2020 4
Metlife Securities Inc. San Antonio, TX Jan 2015 - Mar 2017 2
New England Securities Austin, TX May 2008 - Jan 2015 6
New England Financial Austin, TX May 2008 - Jan 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for James D. Jedrziewski
Phone Number: (210) 782-9855
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    200
    MILLIONS
  • Total Number of Accounts
    1,244
    ACCOUNTS
  • Average Account Value
    $160,570
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NC, NE, TX

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