Jazz Wealth Managers, Inc. (Pinellas Park)

Name: Jazz Wealth Managers, Inc.
Address: 8925 66 Th Court #102, Pinellas Park, FL, 33782
Telephone: 727.492.0314

Jazz Wealth Managers, Inc. is a multi-state adviser based in Pinellas Park. It manages $20.3 million of regulatory assets for 1,502 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Arizona, California, and 27 other states.

Jazz Wealth Managers provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jazz Wealth Managers: assets under management

The assets under management (AUM) of Jazz Wealth Managers, Inc. is $20.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1818% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.52 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jazz Wealth Managers, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Dustin Ray Tibbitts serves?

The only and largest group of clients of Dustin Ray Tibbitts is individuals with 1,170 clients and $20.29 million of assets under management. Among the 0 most similar advisory firms, Jazz Wealth Managers has the 0th lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $20.29 million for 1,170 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Jazz Wealth Managers doesn't advise any private funds.

Careers at Jazz Wealth Managers, Inc.

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dustin Ray Tibbitts	President/chief compliance officer/chief investment officer	1 Jan 2016	75% - 100%	6174632

Based in Pinellas Park

The principal office where Jazz Wealth Managers, Inc. performs its advisory services is located at 8925 66 Th Court #102, Pinellas Park, FL 33782, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727.492.0314. The normal business hours are 9am-5pm on Other. You can find more information about the New York firm at jazzwealth.com.