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RIA / WealthAdvisorCertified Financial Planner25 years in industry

DANIEL DRYDEN JOSS

Advisor at JOSS BROWN WEALTH ADVISORS

WILLIAMSBURG, VA

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Search this name across graphsid dfx:ria:e1fca64b-face-239e-6376-f54aae0f12d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JOSS BROWN WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 6, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Nov 6, 2000
First registration: Apr 4, 2002
Dual registered: no
IAPD individual key: 4530542

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JOSS BROWN WEALTH ADVISORS	Independent wealth	Mar 15, 2023	n/a	yes	WILLIAMSBURG, VA	Current employment
JOSS BROWN WEALTH ADVISORS, LLC	Former SEC adviser	May 14, 2015	Mar 31, 2023	no	WILLIAMSBURG, VA\|Williamsburg, VA	Previous registration
COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS	Former SEC adviser	Jul 25, 2014	Jul 1, 2015	no	WILLIAMSBURG, VA	Previous registration
FJY FINANCIAL	Former SEC adviser	Feb 9, 2006	Jul 1, 2014	no	RESTON, VA\|MCLEAN, VA	Previous registration
REMBERT PENDLETON JACKSON	Former SEC adviser	Apr 4, 2002	Jan 18, 2006	no	FALLS CHURCH, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
JOSS BROWN WEALTH ADVISORS, LLC	JOSS BROWN WEALTH ADVISORS	Mar 31, 2023	Mar 15, 2023	-16	Channel change	RIA to new firm
COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS	JOSS BROWN WEALTH ADVISORS, LLC	Jul 1, 2015	May 14, 2015	-48	Firm change after gap	Other
FJY FINANCIAL	COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS	Jul 1, 2014	Jul 25, 2014	24	Firm change	Other
REMBERT PENDLETON JACKSON	FJY FINANCIAL	Jan 18, 2006	Feb 9, 2006	22	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
175481:324719:VA:2023-03-31	Mar 31, 2023	Mar 15, 2023	WILLIAMSBURG, VA	Firm change

Relationships

Registered with (5)

→ JOSS BROWN WEALTH ADVISORSRegistered adviserregistration: current employment
Mar 15, 2023 to presentfactForm ADV
→ JOSS BROWN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 14, 2015 to Mar 31, 2023factForm ADV
→ COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORSRegistered adviserregistration: previous registration
Jul 25, 2014 to Jul 1, 2015factForm ADV
→ FJY FINANCIALRegistered adviserregistration: previous registration
Feb 9, 2006 to Jul 1, 2014factForm ADV
→ REMBERT PENDLETON JACKSONRegistered adviserregistration: previous registration
Apr 4, 2002 to Jan 18, 2006factForm ADV

Dated events

No dated event names this entity yet.