Daniel Joss

from Joss Brown Wealth Advisors, LLC
SEC regulated
Regulated Investment Advisor
Daniel Joss is a financial advisor based in Virginia, Williamsburg, with 24 years of experience. Daniel currently works for Joss Brown Wealth Advisors, LLC. Daniel maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Joss works at Joss Brown Wealth Advisors, LLC
Joss Brown Wealth Advisors, LLC is a financial advisory firm based in Williamsburg, Virginia. It currently has approximately $92,850,154 of assets under management and employs about 4 people. Joss Brown Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1321 Jamestown Road, Suite 201, Williamsburg, Virginia, 23185

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