Our goal is simple.

​We're a fiduciary financial advisory firm with 3 goals for our clients.
Invest for you to hit your goals using a mix our Jazz Wealth, zero fee funds.
Help you invest exactly what's needed in all your account to hit your investing goals.
Weekly, live and archived classes to help you constantly improve your net worth.

How does it work?

​Start by opening your account.

We’ve simplified the entire experience to save you time.
Not sure which account you need? Chat with jazz.

How should we invest for you?

​After we get your account open we’ll send you our 
investment profile so we can invest according to your goals.

​Fund your account or transfer an old one.

​Easily link your bank account to begin funding your 
new account. Have an account to transfer or rollover? 
We’ll make that simple too!

Our fee goes down as you grow.

Our yearly fee is based on your account value and is debited directly from your account.
Find us on YouTube. Lots of helpful, specific videos. Still have more questions? Let's chat!

We invest for you.

We invest according to your goals, not ours.

​As Fiduciaries that own our own funds, we are free to invest exactly as
is best for you with no potential for conflict.

Portfolio's you can understand.

We offer portfolio's of all different risk levels and growth potential. Unlike
everyone else, we show you how they perform.

Want to chat about it?

Spend 15 minutes getting some help from jazz.
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Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Past performance is not a guarantee of future results.  Any historical returns, expected returns, or probability projections may not reflect actual future performance.  The material contained herein has been prepared from sources and data we believe to be reliable but we make no guarantee as to its accuracy or completeness.  The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product.  This material is not to be construed as providing investment services in any jurisdiction where such offers or solicitation would be illegal. 
 
You should be aware that investments can fluctuate in price, value and/or income, and you may get back less than you invested.  Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative.

In addition to SIPC coverage, FolioFN has purchased from underwriters at Lloyds of London supplemental customer securities insurance. Together those coverage's provide a total aggregate limit of $50 million limited to a combined return of $10 million to any single customer. Neither SIPC nor the supplemental insurance coverage protect against losses resulting from a decline in the market value of securities.

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