Daniel JamrozCRD 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.
Prosperity Wealth Management, Inc.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|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|
Total Assets Under Management1,230MILLIONS
Total Number of Accounts6,253ACCOUNTS
Average Account Value$196,678
- 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
- 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
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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