JAZZ WEALTH MANAGERS, INC.

2300 Tall Pines Dr. #126
Largo, Florida 33771
Tel: 727.492.0314

About JAZZ WEALTH MANAGERS, INC.

JAZZ WEALTH MANAGERS, INC, formally registered with the SEC as JAZZ WEALTH MANAGERS, INC. The firm was established in 08/24/2018. They have over 1 offices throughout the country.

JAZZ WEALTH MANAGERS, INC. is a Largo, Florida based Financial Planning firm with nearly $363,371,117 assets under management, offering retirement planning & investment advisory services to 8759 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282807
SEC#	801-113840
Assets Managed by Firm	$363,371,117
No. of Clients	8759
No. of Advisors	9

Fee Structure

A percentage of AUM
Other (MONTHLY SUBSCRIPTION FEE FOR RESEARCH WEBSITE;ANNUAL MINIMUM FEE)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (RESEARCH WEBSITE)

Firm Client Information

	No. of Clients	AUM
Firm Total	8759	$363,371,117
Individuals (other than high net worth individuals)	3878	$363,371,117

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