Joss Brown Wealth Advisors

Joss Brown Wealth Advisors (CRD# 324719) is a financial advisory firm headquartered in Williamsburg, VA. They manage $110,986,272 in 455 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1321 Jamestown Road, Suite 201, Williamsburg, VA 23185
http://www.jossbrown.com
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $243,926
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX, VA

Financial Advisors at Joss Brown Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Katherine Brown, financial advisor Newport News VA
Katherine L. Brown
CRD#: 4311348
751 Thimble Shoals Blvd, Suite C, Newport News, VA 23606

Katherine Brown (CRD# 4311348) is an Investment Advisor Representative working at Joss Brown Wealth Advisors in Newport News, VA and has over 22 years of experience in the finance industry. Katherine Brown 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michelle Robinson, financial advisor Williamsburg VA
Michelle A. Robinson
CRD#: 7214395
1321 Jamestown Road, Suite 201, Williamsburg, VA 23185

Michelle Robinson (CRD# 7214395) is an Investment Advisor Representative working at Joss Brown Wealth Advisors in Williamsburg, VA and has over 3 years of experience in the finance industry. Michelle Robinson 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
Phillip Saunders, financial advisor Newport News VA
Phillip F. Saunders
CRD#: 7426564
751 Thimble Shoals Blvd, Suite C, Newport News, VA 23606

Phillip Saunders (CRD# 7426564) is an Investment Advisor Representative working at Joss Brown Wealth Advisors in Newport News, VA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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