James Jedrziewski
James Jedrziewski is a registered investment advisor at Maridea Wealth Management, based in Shavano Park, TX, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,555 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maridea Wealth Management charges a fee based on the value of your investments. The annual fee can be up to 2.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Maridea. Fees may be negotiable. You'll also pay separate fees to the company that holds your assets and executes trades.
Location
3009 Napier Park, Shavano Park, TX, 78231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is involved with VitalStone Financial, LLC and Maridea Wealth Management LLC, spending nearly full-time on these activities. He is also a licensed insurance agent with Maridea Insurance Company, LLC, dedicating about 10% of his time to insurance sales and implementation.
Employment History
Current Registrations
Maridea Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Vitalstone Financial, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.