Joss Brown Wealth Advisors
Joss Brown Wealth Advisors (CRD# 324719) is a financial advisory firm headquartered in Williamsburg, VA. They manage $115,670,859 in 490 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management116MILLION
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Total Number of Accounts490ACCOUNTS
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Average Account Value$236,063
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, TX, VA
Katherine Brown (CRD# 4311348) is an Investment Advisor Representative working at Joss Brown Wealth Advisors in Newport News, VA and has over 23 years of experience in the finance industry.
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.
Michelle Robinson (CRD# 7214395) is an Investment Advisor Representative working at Joss Brown Wealth Advisors in Williamsburg, VA and has over 4 years of experience in the finance industry.
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.