A complete list of active advisors currently associated with Jazz Wealth Managers, Inc.

Warmer can help you find a great advisor at Jazz Wealth Managers, Inc. or one who fits your needs even better.

Jazz Wealth Managers provides discretionary investment management to individuals, high‑net‑worth clients, and business entities, focusing on portfolio management rather than financial planning or commissioned products. The firm generally charges asset‑based fees and requires client accounts to be custodied at Goldman Sachs or Interactive Brokers. Portfolios are tailored to each client’s stated risk tolerance and, when granted discretion, Jazz determines securities, sizes, and execution venues on the client’s behalf. Investment strategies include equities, ETFs, options (including covered calls and other cost‑basis reduction techniques), short sales and margin, and the firm discloses that some strategies may involve frequent trading and higher transaction costs. Jazz differs from many peers in several notable ways: it serves a very large client base relative to its advisor headcount (3,182 clients across five advisors), has a history of sponsoring a fund (Crosswind Capital, now closed), and maintains an affiliated aviation business used for firm travel. The firm also conducts educational seminars and operates a subscription research website that is available to non‑clients for a monthly fee.

To learn more about the advisors currently working at Jazz Wealth Managers, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.