JJ
JJ

James Dustin Jedrziewski

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
587 clients
Average Client Portfolio
$799K average
Assets Under Management
$469.2M

Fee Structure

Minimum Investment:$100K
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Location

3009 Napier Park, Shavano Park, TX, 78231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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
September 2024 - Present · 1 yr 5 mos
Private Client Services, LLCBroker
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Vitalstone Financial, LLC
October 2020 - November 2024 · 4 yrs 1 mo
MML Investors Services, LLCBroker
March 2017 - October 2020 · 3 yrs 7 mos
MML Investors Services, LLC
March 2017 - October 2020 · 3 yrs 7 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
January 2013 - January 2015 · 2 yrs
New England SecuritiesBroker
January 2009 - January 2015 · 6 yrs
State Registrations10 states
CACOFLGAIDILNCNYOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.