Working with jazz gets you...
Dedicated support just for you.
While our main focus is keeping you on track for retirement, we also assist our clients with their other investments, and personal finances.
We work with you to roll.
Some rollovers can be done electronically, while others require a signature and snail mail. In any event we will work with your provider to make the process as simple as possible.
Have more questions? Reach out to us and let us know how jazz can help!
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: Folio Investing
For most client we use Folio investing. Jazz Wealth Managers never directly takes custody of client assets, and only you have access to your money which is held at FolioFN. More information about folio.
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