Or call 727.492.0314
how do i get started?
Once we establish the account type you are transferring or starting, we first will need to get an understanding of your goals and risk tolerances. Next we will send you an electronic application to open your new account at Interactive Brokers, along with the Jazz client agreement. Once your account is open we can assist you with the account transfer or funding process. Most, if not all of this should be able to be completed electronically.
do you get a commission on the products you invest clients in?
Absolutely not. Our business model is focused on growing your assets, period. We have nothing to sell but ourselves.
WHAT TYPES OF ACCOUNTS TO YOU MANAGE?
We manage cash accounts, margin accounts, traditional IRA'S, Roth IRA'S, SEP-IRA plans, and 401(k) rollovers.
are you a fiduciary?
Yes! Not only are we legally required to put our clients' interests first, we started Jazz Wealth Managers with this as a major focus of ours. Brokers and insurance salespeople are generally not fiduciaries since their obligation is to their firm.
do you have an account minimum?
At Jazz we do not have a minimum account size, though our preferred broker may have minimum requirements for new accounts.
CAN YOU GUARANTEE RESULTS?
No way Jose! As new clients join Jazz Wealth we listen to what their individual goals are. Once we understand this we focus day and night on achieving those goals, but in no way can we guarantee them.
HOW DO I KNOW YOU WONT STEAL MY MONEY?
Trust is earned and at Jazz Wealth we earn it on day one. We never have access to your money, period. Once you open your account at Interactive Brokers we will only have access to manage the investments. We can add investments or remove investments and that's it. You will never send Jazz Wealth your money and we will never send you ours!
do you have authority to make withdrawAls?
No. Jazz Wealth will never have the ability to remove funds from your account.
why do you work with interactive brokers?
Interactive Brokers (IB) is one of the most respected names in the industry. Their account security technology is, in our opinion way ahead of the rest. Also, their trading fees are much less than most of their competitors and their technology is second to none..
do i have to sign a contract?
Yes, but it is simply a contract that outlines each party's responsibilities. You may cancel at anytime with no penalty. We will even assist you in moving your account wherever you wish.
do you invest in mutual funds?
Only when a client insists. We have access to every product on the planet, and that is no joke. With so many low, or no cost offerings it is the opinion of Jazz Wealth Managers that there is no need to invest in mutual funds anymore.