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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Investment management fees range up to 2.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.
Fee Estimator
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.
Exams
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