Jamie Allen Upson
Investment adviser representative at Stonehearth Capital Management
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$425.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Stonehearth Capital ManagementJan 2017 to now
- Stonehearth Capital ManagementMar 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Stonehearth Capital Management
Legal name: Stonehearth Capital Management LLC
$425.4MAssets managed
490Clients
5Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4046712
- Firm CRD
- 128866