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Current Employers
Maridea Wealth Management

25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-30
  • TX RA
    APPROVED
    Since 2024-09-30

Branch Locations

3009 Napier Park, Shavano Park, TX 78231 • United States

25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Msi Financial Services, Inc. San Antonio TX 01/2015 03/2017
Massmutual Life Insurance Company San Antonio TX 07/2016 09/2020
Mml Investors Services, Llc San Antonio TX 03/2017 10/2020
Private Client Services, Llc San Antonio TX 10/2020 Present
Vitalstone Financial, Llc Shavano Park TX 10/2020 Present
Maridea Wealth Management Llc San Antonio TX 09/2024 Present
Maridea Insurance Company, Llc San Antonio TX 09/2024 Present
Mml Investors Services, Llc San Antonio TX 03/2017 10/2020
Msi Financial Services, Inc. San Antonio TX 01/2015 03/2017
  • 01/2015 → 03/2017
    Msi Financial Services, Inc.
    San Antonio, TX
  • 07/2016 → 09/2020
    Massmutual Life Insurance Company
    San Antonio, TX
  • 03/2017 → 10/2020
    San Antonio, TX
  • 10/2020 → Present
    Private Client Services, Llc
    San Antonio, TX
  • 10/2020 → Present
    Vitalstone Financial, Llc
    Shavano Park, TX
  • 09/2024 → Present
    Maridea Wealth Management Llc
    San Antonio, TX
  • 09/2024 → Present
    Maridea Insurance Company, Llc
    San Antonio, TX
  • 03/2017 → 10/2020
    San Antonio, TX
  • 01/2015 → 03/2017
    Msi Financial Services, Inc.
    San Antonio, TX
Previous Registrations
  • 2020-10-09 → 2024-11-22
    Vitalstone Financial, Llc
    San Antonio, TX
    Shavano Park, TX
    Shavano Park, TX
  • 2017-03-25 → 2020-10-06
    San Antonio, TX
  • 2015-01-02 → 2017-03-25
    Msi Financial Services, Inc.
    San Antonio, TX
  • 2013-01-30 → 2015-01-02
    New England Securities
    San Antonio, TX
Other Businesses

1) VitalStone Financial, LLC; DBA for Maridea Wealth Management LLC; effective 09/2024. Time spent: 40 hours/ week 2) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 3) Maridea Wealth Management LLC; Investment-related; 25 Kent Avenue Suite 401, Brooklyn, NY 11249; Registered Investment Adviser; Start date: 09/2024; Investment advisory services offered through Maridea Wealth Management LLC. Mr. Jedrziewski serves as an Investment Adviser Representative for Maridea Wealth Management LLC since 09/2024. 4) Mr. Jedrziewski is registered with Private Client Services, LLC ("PCS") and Maridea Wealth Management LLC ("Maridea"). Mr. Jedrziewski has served as a registered representative with PCS since 10/2020, has served as an investment advisor representative with Maridea since 09/2024. Business is conducted from 3009 Napier Park, Shavano Park, TX. Approximately 90% of Mr. Jedrziewski's time is for services as an investment advisor representative and the balance as a registered representative.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-18
  • S66 Uniform Combined State Law Examination
    2013-01-18
Other Names
  • Jamey Dustin Jedrziewski
  • James Jedrziewski

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