JA
Jamie Allen Upson
CRD 4046712
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Stonehearth Capital Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Stonehearth Capital Management Llc
Managing Member, Chief Compliance Officer, President & Ceo · 75% or more · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗