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CM

Christopher J. Mann

TITLEIST ASSET MANAGEMENT
Chapel Hill, NC
Some features on this profile are disabled
CRD#: 2417287
CM

Professional summary

Christopher Jason Mann, CFP® is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in Chapel Hill, North Carolina and TITLEIST CAPITAL, LLC located in San Antonio, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Christopher has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OAA#: 60077 | Org Name:Chris Mann | Org Addr:Chapel Hill / Ocean Isle Beach, NC, WY, US | Nature of Bus:I owned 2 rental properties and now have 3. | Invst Rel:Y | Title:Chris Mann - Property Owner | Duties:Pay the bills. These are personal rentals | Start Dt:05/01/2019 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0 OAA#: 68960 | Org Name:Purchase of land via LLC | Org Addr:Mooresville, NC, US | Nature of Bus:Buy land and hold for future | Invst Rel:Y | Title:Owner | Duties:Buying vacant land parcel and will be holding in an LLC - Not income generating | Start Dt:01/04/2021 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Jason Mann's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

January 19, 2024 - Present

TITLEIST ASSET MANAGEMENT, LLC

RIA
CRD#: 323567
Chapel Hill, NC
Current

January 19, 2024 - Present

TITLEIST CAPITAL, LLC

Office #1: 777 E. Sonterra Boulevard Suite 330, San Antonio, TX 78258
BD
CRD#: 126136
SAN ANTONIO, TX
Past

July 13, 2018 - January 25, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

April 11, 2005 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
CHAPEL HILL, NC
Past

April 8, 2005 - January 24, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SARASOTA, FL
Past

March 16, 2004 - March 29, 2005

IFMG SECURITIES, INC.

RIA
CRD#: 14416
FALMOUTH, MA
Past

March 16, 2004 - March 29, 2005

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

January 16, 2003 - November 4, 2003

FISHER INVESTMENTS

RIA
CRD#: 107342
FALMOUTH, MA
Past

November 10, 1998 - January 10, 2003

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BRAINTREE, MA
Past

April 4, 1995 - January 9, 2003

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

July 27, 1994 - April 4, 1995

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

November 1, 1993 - July 22, 1994

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT

CRD#: 323567 / SEC#: 801-126953

RIA
Registered Investment Advisory firm - (11/25/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(1/19/2024)
IAR
North Carolina
(1/19/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/15/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/7/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/12/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/29/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 11/29/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT

CRD#: 323567 / SEC#: 801-126953

RIA
Registered Investment Advisory firm - (11/25/2022 Approved)
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Contact information

Main Address
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
Mailing Address
Phone number
(210) 826-2424
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TITLEIST ASSET MANAGEMENT, LLC WRAP BROCHURE (11/5/2025)
TITLEIST ASSET MANAGEMENT, LLC ADV PART 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts4,813
AUM (Assets Under Management)$ 2,430,293,058

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TITLEIST ASSET MANAGEMENT, LLC

CRD#: 323567Chapel Hill, NC

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