Daniel Jamroz, financial advisor Topsfield MA
93 score

Daniel Jamroz

CRD Number: 5581631
Current Firm: Sa Stone Investment Advisors Inc.

Daniel Jamroz (CRD# 5581631) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Topsfield, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Current 3
Sterne Agee Financial Services, Inc. East Longmeadow, MA Sep 2014 - Current 3
Wrp Investments, Inc. Youngstown, OH Mar 2010 - Current 8
Innovative Data, LLC Belchertown, MA Mar 2009 - Current 9
Nylife Insurance Comp. Waltham, MA Aug 2008 - Mar 2010 1
Nylife Securities Waltham, MA Aug 2008 - Mar 2010 1
Data Acquasition Belchertown, MA Jul 2005 - Jun 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Daniel E. Jamroz
Phone Number: 205-414-3367
Registered State(s):
  • CT
  • MA
  • NJ
  • VT
By the Numbers
  • Total Assets Under Management
    1,230
    MILLIONS
  • Total Number of Accounts
    6,253
    ACCOUNTS
  • Average Account Value
    $196,678
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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