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JK

John J. Kazanjian

UNITING WEALTH PARTNERS
OKLAHOMA CITY, OK 73118
CRD#: 2604421
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JK
John Josef KazanjianUNITING WEALTH PARTNERS

Professional summary

John Josef Kazanjian, who also goes by Jonh J Kazanjian, is a registered financial advisor currently at UNITING WEALTH PARTNERS located in Oklahoma City, Oklahoma.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7, Series 6, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jonh J Kazanjian

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Josef Kazanjian'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®
None

Experience

Current

October 14, 2025 - Present

UNITING WEALTH PARTNERS

Office #1: 6303 Waterford Blvd 125, Oklahoma City, OK 73118
RIA
CRD#: 332317
OKLAHOMA CITY, OK
Past

December 11, 2013 - October 2, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
EL PASO, TX
Past

December 11, 2013 - October 2, 2025

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
EL PASO, TX
Past

October 17, 2011 - December 10, 2013

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SAINT PETERSBURG, FL
Past

October 14, 2011 - December 10, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST PETERSBURG, FL
Past

June 1, 2009 - June 23, 2011

MORGAN STANLEY

RIA
CRD#: 149777
DALLAS, TX
Past

June 1, 2009 - June 23, 2011

MORGAN STANLEY

BD
CRD#: 149777
DALLAS, TX
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SCOTTSDALE, AZ
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SCOTTSDALE, AZ
Past

December 13, 2002 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
EL PASO, TX
Past

February 16, 1998 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
EL PASO, TX
Past

April 4, 1997 - January 28, 1998

TRUSTED SECURITIES ADVISORS CORP.

BD
CRD#: 24049
NEW YORK, NY
Past

March 13, 1996 - July 5, 1996

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

April 3, 1995 - March 13, 1996

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY

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".
UW
UNITING WEALTH PARTNERS
UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC

CRD#: 332317 / SEC#: 801-131215

RIA
Registered Investment Advisory firm - (9/27/2024 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.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(10/15/2025)
IAR
Texas
(10/14/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/23/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/30/1995
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 3
Date: 4/8/2004
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 31
Date: 3/18/1998
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/11/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/30/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/30/2000
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/16/2000
General Securities Sales Supervisor - General Module Examination

Current Firm

UW
UNITING WEALTH PARTNERS
UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC

CRD#: 332317 / SEC#: 801-131215

RIA
Registered Investment Advisory firm - (9/27/2024 Approved)
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Contact information

Main Address
240 Saint Paul Street Suite 300, Denver, CO 80206
Mailing Address
Phone number
(479) 364-0686
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

UWP ADV 2A (8/20/2025)

Regulatory assets under management

Total Number of Accounts1,334
AUM (Assets Under Management)$ 544,715,574

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

UNITING WEALTH PARTNERS

CRD#: 332317Oklahoma City, OK 73118

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