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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

TitleManaging Member, Chief Compliance Officer, President & Ceo
OwnershipOver 75%
Control personYes
Since2017
View Stonehearth Capital Management LLC →