Jazz Wealth Managers, Inc
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Overview
Jazz Wealth Managers, Inc is a financial advisory firm based at 2300 Tall Pines Dr. #126, Largo, Florida, 33771. The firm is registered across numerous states, including but not limited to Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.
Jazz Wealth Managers, Inc is not a registered broker dealer. The firm has $254.0 million in assets under management (AUM), placing it in the category of a large-sized firm in terms of AUM. The firm manages 8059 accounts, all of which are handled on a discretionary basis, indicating that the firm’s portfolio managers have the authority to make investment decisions without needing approval from the client for each transaction.
The firm has 2 financial advisors on its team. The services provided by Jazz Wealth Managers, Inc encompass portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The firm applies asset-based and other types of fee structures. It does not engage in a wrap fee program.
Jazz Wealth Managers, Inc primarily serves retail investors, which also represent the largest client type by accounts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jazz Wealth Managers, Inc by the Numbers
$254.0 million
7
8,059
$31.5 thousand
Products and Services
Jazz Wealth Managers, Inc offers a variety of financial services, which can include portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. The firm is not involved in selling products or offering services other than investment advisory services to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely vary depending on the type of financial services provided. However, fee types charged by the firm likely include the following fee types: asset-based or other. Jazz Wealth Managers, Inc does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company works with retail investors. Out of its 8,059 accounts, Jazz Wealth Managers, Inc's largest client group is retail investors. None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Jazz Wealth Managers, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Jazz Wealth Managers, Inc
Largo, FL
Largo, FL
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