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Daniel Joseph Stefanski

Joint Financial LLC

Ramsey, NJ

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Current Employers
Joint Financial Llc

Ramsey, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-06-16
  • NJ RA
    APPROVED
    Since 2026-06-16

Branch Locations

Ramsey, NJ • 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
Mcadam Llc Philadelphia PA 10/2021 05/2024
Don Bosco Prep High School Ramsey NJ 01/2016 12/2019
St Josephs University Philadelphia PA 08/2019 05/2023
My Wealth Planners Llc Longmont CO 06/2024 01/2025
Joint Financial Llc Ramsey NJ 01/2026 Present
My Wealth Planners Llc Longmont CO 01/2025 Present
Mcadam Llc Philadelphia PA 04/2020 10/2021
  • 10/2021 → 05/2024
    Mcadam Llc
    Philadelphia, PA
  • 01/2016 → 12/2019
    Don Bosco Prep High School
    Ramsey, NJ
  • 08/2019 → 05/2023
    St Josephs University
    Philadelphia, PA
  • 06/2024 → 01/2025
    My Wealth Planners Llc
    Longmont, CO
  • 01/2026 → Present
    Joint Financial Llc
    Ramsey, NJ
  • 01/2025 → Present
    My Wealth Planners Llc
    Longmont, CO
  • 04/2020 → 10/2021
    Mcadam Llc
    Philadelphia , PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-07
  • S65 Uniform Investment Adviser Law Examination
    2021-10-07

View on SEC IAPD

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Other Investors

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DANIEL PAUL ROSASCHI
LISA A. BALSAMO
Barry Strobel
Cristhian Alexander Perez
CRAIG RICHARD CUTLER
RICHARD ALAN CUTLER
Christopher Franzese

Other Offices

CORRADO ADVISORS, LLC · RAMSEY, NJ
LPL FINANCIAL LLC · RAMSEY, NJ
WORLD INVESTMENT ADVISORS, LLC · RAMSEY, NJ
WORLD INVESTMENT ADVISORS, LLC · RAMSEY, NJ
AMERITAS ADVISORY SERVICES, LLC · Ramsey, NJ
NCM CAPITAL MANAGEMENT, LLC · RAMSEY, NJ
OSAIC WEALTH, INC. · RAMSEY, NJ
KESTRA ADVISORY SERVICES, LLC · Ramsey, NJ

More in Ramsey, NJ

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