Joss Financial Group
Joss Financial Group (CRD# 175481) is a financial advisory firm headquartered in Williamsburg, VA. They manage $50,553,617 in 219 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts219ACCOUNTS
Average Account Value$230,838
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.