Jamie Allen Upson
Managing Member, Chief Compliance Officer, President & CeoStonehearth Capital Management LLCCRD 4046712
About Jamie Allen Upson
Jamie Allen Upson is listed as Managing Member, Chief Compliance Officer, President & Ceo at Stonehearth Capital Management LLC in Danvers, MA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Stonehearth Capital Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jamie Allen Upson work?
Jamie Allen Upson is listed as Managing Member, Chief Compliance Officer, President & Ceo at Stonehearth Capital Management LLC on SEC Form ADV.
How much of Stonehearth Capital Management LLC does Jamie Allen Upson own?
Form ADV reports a beneficial ownership band of Over 75%.
Stonehearth Capital Management LLC
| Title | Managing Member, Chief Compliance Officer, President & Ceo |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |