Joss Brown Wealth Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 324719
- SEC number
- 801-127223
- Firm type
- RIA
- Assets under management
- $162.4M as of Feb 5, 2026
- Website
- www.youtube.com/%20@Joss_Brown_Wealth_Advisors ↗
- Phone
- 757-903-2127
- Address
- 1321 Jamestown Road, Suite 201, Williamsburg, VA, 23185
Advisors at this firm
5 in our index · page 1 of 1
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Katherine Lynette BrownCRD 4311348 · Newport News, VAIA Registered
-
Daniel Dryden JossCRD 4530542 · Williamsburg, VAIA Registered
-
Deven Klaus JossCRD 7973955 · Williamsburg, VAIA Registered
-
Michelle Ann-Marie RobinsonCRD 7214395 · Williamsburg, VAIA Registered
-
Phillip Ferguson SaundersCRD 7426564 · Newport News, VAIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 324719 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.