Daniel Dryden Joss
Investment adviser representative at Joss Brown Wealth Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$162.4MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Joss Brown Wealth AdvisorsMar 2023 to now
- Joss Brown Wealth Advisors Group LLCJan 2023 to now
- Joss Financial GroupApr 2015 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Joss Brown Wealth Advisors
Legal name: Joss Brown Wealth Advisors Group LLC
$162.4MAssets managed
129Clients
5Advisers
3 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
- 4530542
- Firm CRD
- 324719