Investing Simplified

Choosing Jazz Wealth brings you the experience of an independent, registered financial advisor, unique technology, and a fiduciary support team to help you invest with confidence.

How We Invest


At Jazz Wealth we build and manage our own, expense free funds. Want to be aggressive? Like to take it slow? With our portfolios you invest at your pace. Each portfolio custom tailored to your specific plan.

Greater Transparency


Today's technology allows the individual investor greater transparency and control. Our clients maintain their account in their own name while we take a personal approach to reach their retirement goals.

Clean, Simple Reports


​At Jazz Wealth our clients maintain complete control over their account. While we handle the investments inside of your account you can log in anytime to get a clean snapshot of your portfolio and financial performance.

Retirement accounts to fit you.

We offer traditional IRA's, Roth, and SEP IRA's in addition to taxable accounts. Best of all, you always have unlimited access to a registered financial advisor who can help you select the best option for you.

Have more questions? Schedule a free call with a registered financial advisor.

Assets protected by SIPC

Investment accounts are held at Interactive Brokers and are protected up to $500,000. For more information please visit www.sipc.org

Custodian: Interactive Brokers

Jazz Wealth Managers never directly takes custody of client assets, and only you have access to your money which is held at Interactive Brokers. For more information please visit www.InteractiveBrokers.com
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Form CRS as of 7/27/2020
Custody and Data Provided By:
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.

​Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is an affiliate of Goldman Sachs & Co. LLC and a subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees are engaged in businesses and have interests other than the services provided by Folio Investments, Inc.

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