Daniel Joss has been Managing Member of Joss Brown Wealth Advisors Group since November 2022, is a control person of the firm and directly owns between 50% and 75% of it. Daniel Joss holds an MBA with emphasis in Financial Planning from Regent University. Daniel Joss studied at the University of Southern California.
Joss Brown Wealth Advisors Group LLC is a Williamsburg, VA firm with $162M under management, 129 clients and 5 advisers across 3 offices, as of its February 2026 filing.
Dan Joss founded Joss Financial in 2015 and subsequently joined with Katherine Brown to create Joss Brown Wealth Advisors. Before moving to Hampton Roads, Joss co-founded and partnered in a wealth management firm in Northern Virginia.
Daniel Joss’ longest registration was 8 years at Fjy Financial (2006–2014). Before joining Joss Brown Wealth Advisors Group in 2023, Daniel Joss was registered through Joss Brown Wealth Advisors, LLC and Covenant Wealth Management, LTD Dba Covenant Wealth Advisors.
- Joss Brown Wealth AdvisorsCurrent– present · 3 yearsWilliamsburg, VA · Adviser representative · Firm CRD 324719
- Joss Brown Wealth Advisors, LLC– · 7 yearsWilliamsburg, VA · Adviser representative · Firm CRD 175481
- Covenant Wealth Management, LTD Dba Covenant Wealth Advisors– · under a yearWilliamsburg, VA · Adviser representative · Firm CRD 122587
- Fjy Financial– · 8 yearsReston, VA · Adviser representative · Firm CRD 139347
- Rembert Pendleton & Fox– · 3 yearsFalls Church, VA · Adviser representative · Firm CRD 105171
Professional designations
Listed by Joss Brown Wealth Advisors Group
- CERTIFIED FINANCIAL PLANNER™
- Registered Life Planner
- Certified Kingdom Advisor
Investment adviser representative registrations
Daniel Joss is registered as an investment adviser representative in 2 states. Each was approved in March 2023.
- TexasSince 15 March 2023
- VirginiaSince 15 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 November 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Dryden Joss
- CRD
- 4530542
- Firm
- Joss Brown Wealth Advisors Group · CRD 324719
- Role
- Managing Member
- Office
- 1321 JAMESTOWN ROAD, SUITE 201, Williamsburg, VA 23185
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jossbrown.com
Where does Daniel Joss work?
Daniel Joss has been Managing Member of Joss Brown Wealth Advisors Group LLC since November 2022, and is a control person of the firm.
Is Daniel Joss a financial advisor?
Yes. Daniel Joss has a current investment-adviser registration in Texas and Virginia, through Joss Brown Wealth Advisors Group since March 2023.
How many years of experience does Daniel Joss have?
Daniel Joss has 24 years in the financial industry, since May 2002, across 5 adviser firms.
What exams has Daniel Joss passed?
Daniel Joss passed the Series 65 in November 2000.
Where did Daniel Joss work before Joss Brown Wealth Advisors Group?
Before Joss Brown Wealth Advisors Group, Daniel Joss was registered through Covenant Wealth Management, LTD Dba Covenant Wealth Advisors, July 2014 to July 2015; Fjy Financial, February 2006 to July 2014; Rembert Pendleton & Fox, April 2002 to January 2006.
Where is Daniel Joss based?
Daniel Joss’ registered office is in Williamsburg, VA.
Is Daniel Joss registered with FINRA?
No. Daniel Joss has no current broker registration.
Is Daniel Joss a CFP?
Joss Brown Wealth Advisors Group lists Daniel Joss with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Daniel Joss’ record?
Search CRD 4530542 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Joss’ full registration record.
