Jazz Wealth Managers, Inc

Investment Advisor
in Largo, FL

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About this Advisor

Eric Powell is a financial advisor working in Largo, Florida with 1 year of relevant experience. Powell is an advisor for Jazz Wealth Managers, Inc. Throughout their career, Powell has worked at Thrivent Investment Management Inc, Asa, Polk County Fire Rescue, Core Wealth Advisors, Inc, Rightplan Financial Planning And Investments, LLC, Jazz Wealth Managers, Inc and Heritage Lawn Maintenance. Powell maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Jazz Wealth Managers, Inc is an advisory firm based in Largo, FL. It manages $254 million in total assets between its 8,059 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The company provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Fees for financial advice are based on the services provided. Fees charged by Jazz Wealth Managers, Inc can be comprised of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Others

Office Location

2300 Tall Pines Dr. #126
Largo, FL 33771

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Jazz Wealth Managers, Inc Brokerage Details

Total Assets Under Management


FL Average: $1,855,561,029
Total Number of Employees


FL Average: 62
Total Number of Accounts


FL Average: 2,474
Average Account Size


FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Eric Powell Work History

Eric has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Jazz Wealth Managers, Inc

2018 - Present (6 years)

Rightplan Financial Planning And Investments, LLC

2017 - 2018 (1 year)

Core Wealth Advisors, Inc

2015 - 2017 (2 years)

Thrivent Investment Management Inc

2014 - 2015 (1 year)


2006 - 2014 (8 years)

Polk County Fire Rescue

2005 - 2013 (8 years)

Heritage Lawn Maintenance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Eric Powell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jazz Wealth Managers, Inc

Dustin Tibbitts
Largo, FL
Eric Powell
Largo, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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