EP
Eric W. Powell
JAZZ WEALTH MANAGERS
Largo, FL 33771
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CRD#: 6521614
EP
Professional summary
Eric Wayne Powell, who also goes by Eric W Powell, is a registered financial advisor currently at JAZZ WEALTH MANAGERS, INC. located in Largo, Florida.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric W Powell
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.
TPF PROPERTIES LLC; 1% owner & Vice President; Purchase homes, rehab & resell, and rent homes; non-investment related; Hours worked per month - 10; Hours worked per month during trading hours - 0; Start Date 09/01/2016; 523 Easton Drive, Lakeland FL 33803
CRS (Client Relationship Summary) - RIA
Click below to view Eric Wayne Powell's 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®
NoneExperience
Current
March 9, 2022 - Present
JAZZ WEALTH MANAGERS, INC.
Office #1: 2300 Tall Pines Dr. #126, Largo, FL 33771RIA
CRD#: 282807
Largo, FL
Past
August 15, 2018 - November 3, 2023
RIGHTPLAN FINANCIAL
RIA
CRD#: 297740
LAKELAND, FL
Past
June 5, 2017 - July 16, 2018
CORE WEALTH ADVISORS, INC.
RIA
CRD#: 174386
LAKELAND, FL
Past
September 3, 2015 - May 25, 2017
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Lakeland, FL
Past
August 17, 2015 - May 25, 2017
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Lakeland, FL
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".
JW
JAZZ WEALTH MANAGERS, INC.
JAZZ WEALTH MANAGERS, INC. | TIBBITTS, DUSTIN RAY
CRD#: 282807 / SEC#: 801-113840
RIA
Registered Investment Advisory firm - (8/24/2018 Approved)California
Registered Investment Advisory firm - (9/23/2018 Terminated)Florida
Registered Investment Advisory firm - (8/24/2018 Terminated)New Jersey
Registered Investment Advisory firm - (8/27/2018 Terminated)North Carolina
Registered Investment Advisory firm - (8/28/2018 Terminated)Ohio
Registered Investment Advisory firm - (8/27/2018 Terminated)Texas
Registered Investment Advisory firm - (8/24/2018 Terminated)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
Florida(3/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
JW
JAZZ WEALTH MANAGERS, INC.
JAZZ WEALTH MANAGERS, INC. | TIBBITTS, DUSTIN RAY
CRD#: 282807 / SEC#: 801-113840
RIA
Registered Investment Advisory firm - (8/24/2018 Approved)California
Registered Investment Advisory firm - (9/23/2018 Terminated)Florida
Registered Investment Advisory firm - (8/24/2018 Terminated)New Jersey
Registered Investment Advisory firm - (8/27/2018 Terminated)North Carolina
Registered Investment Advisory firm - (8/28/2018 Terminated)Ohio
Registered Investment Advisory firm - (8/27/2018 Terminated)Texas
Registered Investment Advisory firm - (8/24/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2300 Tall Pines Dr. #126, Largo, FL 33771
Mailing Address
Phone number
(727) 492-0314
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,993 |
| AUM (Assets Under Management) | $ 450,652,508 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JAZZ WEALTH MANAGERS, INC.
CRD#: 282807Largo, FL 33771TRUST BUT VERIFY
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