Daniel JossCRD Number: 4530542
Current Firm: Joss Financial Group
Compensation Model: Fee Only
Daniel Joss (CRD# 4530542) is an Investment Advisor Representative working at the Joss Financial Group (JFG). JFG is a fee-only Wealth Management firm offering financial life planning and investment management services to a diverse group of clients. Current clients live in Arizona, District of Columbia, Florida, Hawaii, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, Virginia, and Washington state. They range from those in the greatest generation to generation Y, who represent the medical and legal professions; private, government, and non-profit sectors; entrepreneurs; business owners; and consultants.
Pathway Financial Planning, Inc.
Axa Advisors, LLC
Riverside Investment Partners, Inc.
|Joss Financial Group||Willliamsburg, VA||Apr 2015 - Current||2|
|Covenant Wealth Advisors||Williamsburg, VA||Jun 2014 - Current||2|
|Fox, Joss & Yankee, LLC||Reston, VA||Jan 2006 - Jun 2014||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2000|
Total Assets Under Management32MILLIONS
Total Number of Accounts194ACCOUNTS
Average Account Value$164,422
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joss Financial Group, LLC (JFG) is a Virginia registered investment adviser. It and its representatives are in current compliance with the requirements for registration set by the states for the investment advisors required by the states that its clients reside. JFG is allowed to do business in the states it is registered in or qualifies by exemption or exclusion from the registration requirements. This website is for the sole purpose of making general information available and should not be interpreted by a prospective or current client as a solicitation, to attempt to effect securities transaction, or as a means to give personal investment advice for compensation via Internet. All direct communication will be conducted by a representative that is registered or able to render advice by exclusion or exemption from the state were the client resides. For further information on the status of registration of JFG, or its representatives, contact the state securities law administrators www.adviserinfo.sec.gov. The firm does not make any claims for accuracy, timeliness, content, suitability, or personal relevance for third party information that can be linked to from this web site or that is incorporated within the site and does not claim responsibility therein. Information is for convenience only, and should be treated as such.
Investments often involve risk and there is no guarantee that investments will be suitable, profitable or a loss in any client's portfolio. Information provided within or as a result of third parties in this website are not a substitute in any way for personal advice from a financial advisor or other type of professional. Many historical performances do not reflect sales charges, custodial fees, transaction fees, or fees collected for wealth management.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JFG is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of JFG by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to JFG’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from JFG, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to JFG’s web site, to release and hold harmless JFG, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from JFG.
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.