John J. Kazanjian

UNITING WEALTH PARTNERS

OKLAHOMA CITY, OK 73118

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CRD#: 2604421

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.

1) Financial Industry Regulatory Authority Address: El Paso, TX 79912, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 08/29/2016 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 2 Description of duties: Serve as an Arbitrator hearing cases brought to arbitration 2) Frostycups LLC Address: El Paso, TX, 79912, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor, Officer - President Investment Related: Yes Start Date: 01/01/1986 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: own 4 unit investment rental with spouse since 1986 3) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.

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.

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.

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

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

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.

CRD#: 7556

EL PASO, TX

Past

April 4, 1997 - January 28, 1998

TRUSTED SECURITIES ADVISORS CORP.

CRD#: 24049

NEW YORK, NY

Past

March 13, 1996 - July 5, 1996

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

April 3, 1995 - March 13, 1996

NATHAN & LEWIS SECURITIES, INC.

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/23/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/30/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 4/8/2004

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 3/18/1998

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/11/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/30/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 9

Date: 11/30/2000

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 10/16/2000

General Securities Sales Supervisor - General Module Examination

Current Firm

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

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 Accounts	1,334
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.

Contact information

xxxxx@xxxx.xxx

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John J. Kazanjian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Josef Kazanjian's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

TRUSTED SECURITIES ADVISORS CORP.

ESSEX NATIONAL SECURITIES, LLC

NATHAN & LEWIS SECURITIES, INC.

Primary Firm SEC Registration

UNITING WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/1997

Series 63

Date: 3/30/1995

SIE

Date: 10/1/2018

Series 3

Date: 4/8/2004

Series 31

Date: 3/18/1998

Series 7

Date: 3/11/1997

Series 6

Date: 3/30/1995

Series 9

Date: 11/30/2000

Series 10

Date: 10/16/2000

Current Firm

UNITING WEALTH PARTNERS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNITING WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

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