James
Jedrziewski
Vitalstone Financial, LLC
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About this Advisor
James Jedrziewski is a financial advisor who works out of San Antonio, Texas who has 3 years of relevant experience. Jedrziewski is on the advisory team at Vitalstone Financial, LLC. Throughout their career, Jedrziewski has worked at New England Securities, New England Financial, Metlife Securities Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, Private Client Services and Vitalstone Financial, LLC. Jedrziewski has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Vitalstone Financial, LLC is a registered investment company that has its headquarters in San Antonio, TX. It manages $185 million in assets between its 1,137 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,137 client accounts, 19% are held by high-net-worth investors who have greater than $1 million in assets. Vitalstone Financial, LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually are based on which services the firm provides the client. Fees billed by Vitalstone Financial, LLC most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vitalstone Financial, LLC Brokerage Details
$184,585,637
6
1,137
$162,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Jedrziewski Work History
James has been registered as a financial advisor for 3 years.*
Private Client Services
Vitalstone Financial, LLC
Mml Investors Services, LLC
Massmutual Life Insurance Company
Metlife Securities Inc
New England Securities
New England Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Jedrziewski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vitalstone Financial, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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