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JC

Jamie C. Cinotto

TRIAD WEALTH PARTNERS
LAWRENCE, KS 66044
Some features on this profile are disabled
CRD#: 4363855
JC
Jamie Christopher CinottoTRIAD WEALTH PARTNERS

Professional summary

Jamie Christopher Cinotto is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Lawrence, Kansas.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jamie has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Christopher Cinotto'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

August 11, 2026 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 730 New Hampshire St., Unit 222, Lawrence, KS 66044
RIA
CRD#: 326523
LAWRENCE, KS
Past

January 13, 2025 - March 13, 2026

PARAGON CAPITAL MANAGEMENT LLC

RIA
CRD#: 108168
OVERLAND PARK, KS
Past

December 12, 2019 - August 6, 2021

PARAGON CAPITAL MANAGEMENT LLC

RIA
CRD#: 108168
OVERLAND PARK, KS
Past

March 12, 2018 - October 29, 2019

MARINER WEALTH

RIA
CRD#: 140195
OVERLAND PARK, KS
Past

June 1, 2017 - March 31, 2018

440 INVESTMENT GROUP, LLC

RIA
CRD#: 155399
OVERLAND PARK, KS
Past

May 21, 2015 - March 22, 2017

FIRSTPOINT FINANCIAL, LLC

RIA
CRD#: 175252
OVERLAND PARK, KS
Past

March 17, 2015 - June 1, 2017

MARINER WEALTH

RIA
CRD#: 140195
OVERLAND PARK, KS
Past

December 15, 2014 - January 21, 2016

FIRSTPOINT FINANCIAL, LLC

RIA
CRD#: 168793
LEAWOOD, KS
Past

December 11, 2014 - October 29, 2019

MSEC, LLC

BD
CRD#: 154327
Overland Park, KS
Past

July 24, 2014 - November 17, 2014

MWA FINANCIAL SERVICES INC.

RIA
CRD#: 112630
Lenexa, KS
Past

May 8, 2014 - November 17, 2014

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
Lenexa, KS
Past

July 22, 2013 - February 28, 2014

MADISON AVENUE SECURITIES, LLC

RIA
CRD#: 23224
PRAIRIE VILLAGE, KS
Past

June 19, 2013 - February 28, 2014

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
PRAIRIE VILLAGE, KS
Past

March 13, 2013 - May 24, 2013

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
OVERLAND PARK, KS
Past

March 15, 2001 - January 14, 2013

UMB FINANCIAL SERVICES, INC.

BD
CRD#: 17073
KANSAS CITY, MO

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".
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 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
Kansas
(8/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/13/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/5/2001
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: 3/14/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 4/18/2003
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/21/2003
General Securities Principal Examination

Current Firm

TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 Approved)
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Contact information

Main Address
730 New Hampshire St., Unit 222, Lawrence, KS 66044
Mailing Address
Phone number
(785) 830-0000
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRIAD WEALTH PARTNERS INSTITUTIONAL RIA (3/26/2025)
TRIAD WEALTH PARTNERS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts2,978
AUM (Assets Under Management)$ 424,994,398

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

TRIAD WEALTH PARTNERS, LLC

CRD#: 326523Lawrence, KS 66044

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