| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Blane Pugh Control | Chief Technical Officer | 10-25% | 2019 |
| Douglas James McKay Control | Chief Operations Officer | 5-10% | 2022 |
| Dustin Ray Tibbitts Control | President/Chief Compliance Officer/Chief Investment Officer | 50-75% | 2016 |
Jazz Wealth Managers, Inc. reports $450.7 million in regulatory assets under management on its Form ADV.
Jazz Wealth Managers, Inc. reports 9 employees.
Jazz Wealth Managers, Inc. is based in Largo, FL.
Jazz Wealth Managers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2300 Tall Pines Dr. #126, Largo, FL 33771 |
| Office hours | 9a.m.-5p.m. |
| Discloses disciplinary history | No |
| Discretionary | $450.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $450.7M |