RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Daniel Dryden Joss
- Designations
- CFPreportedjossbrown.comas printed on the bio page, Sep 16, 2026
- Founder
- “Dan founded Joss Financial in 2015 and subsequently joined with Katherine Brown to create Joss Brown Wealth Advisors.”reportedjossbrown.comthe sentence on the bio page
- Professional profile
- jossbrown.com/daniel-jossreportedjossbrown.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Joss Brown Wealth Advisors independent RIA currentsince Mar 15, 2023 · Williamsburg, Va
- Joss Brown Wealth Advisors, LLC formerMay 14, 2015 to Mar 31, 2023 · Williamsburg, Va
- Covenant Wealth Management, Ltd Dba Covenant Wealth Advisors formerJul 25, 2014 to Jul 1, 2015 · Williamsburg, Va
- Fjy Financial formerFeb 9, 2006 to Jul 1, 2014 · Reston, Va
- Rembert Pendleton Jackson formerApr 4, 2002 to Jan 18, 2006 · Falls Church, Va
- Joss Brown Wealth Advisors, LLC to Joss Brown Wealth Advisorsleft Mar 31, 2023, registered Mar 15, 2023 (-16 days) · channel change inside one enterprise, not a move · moved with a team
- Covenant Wealth Management, Ltd Dba Covenant Wealth Advisors to Joss Brown Wealth Advisors, LLCleft Jul 1, 2015, registered May 14, 2015 (-48 days) · Other
- Fjy Financial to Covenant Wealth Management, Ltd Dba Covenant Wealth Advisorsleft Jul 1, 2014, registered Jul 25, 2014 (24 days) · Other
- Rembert Pendleton Jackson to Fjy Financialleft Jan 18, 2006, registered Feb 9, 2006 (22 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address