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JAZZ WEALTH MANAGERS, INC.
JAZZ WEALTH MANAGERS, INC.
LARGO, Florida
·
4 registered advisors
·
CRD# 282807
SEC# 801-113840
0
727.492.0314
01
Firm Overview
AUM
$363M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
Compensation
Percentage of AUM
Other: MONTHLY SUBSCRIPTION FEE FOR RESEARCH WEBSITE;ANNUAL MINIMUM FEE
03
Specialties
Investment Management
Wealth Management
04
Advisors at JAZZ WEALTH MANAGERS, INC.
4 registered advisors
Charles Blane Pugh
LARGO, Florida
CRD# 7871558
Douglas James Mckay
LARGO, Florida
CRD# 7871555
Dustin Ray Tibbitts
LARGO, Florida
CRD# 6174632
Eric Wayne Powell
LARGO, Florida
CRD# 6521614
05
Office Locations
LARGO, Florida
4 advisors
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Data sourced from SEC Form ADV filings. JAZZ WEALTH MANAGERS, INC. (CRD# 282807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.