Daniel Dryden Joss

Employer firm

Joss Brown Wealth Advisors CRD 324719

$162M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Joss Financial Group
  Willliamsburg, VA
• 01/2023 → Present
  Joss Brown Wealth Advisors Group Llc
  Williamsburg, VA

Previous Registrations

• 2015-05-14 → 2023-03-31
  Joss Brown Wealth Advisors, Llc
  Williamsburg, VA
  Williamsburg, VA
• 2014-07-25 → 2015-07-01
  Covenant Wealth Management, Ltd Dba Covenant Wealth Advisors
  Williamsburg, VA
• 2006-02-09 → 2014-07-01
  Fjy Financial
  Reston, VA
  Mclean, VA
• 2002-04-04 → 2006-01-18
  Rembert Pendleton Jackson
  Falls Church, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-06

Designations

• Certified Financial Planner