Jeremy N. Pizzolato

AAN WEALTH ADVISORS LLC

Metairie, LA 70002

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CRD#: 6713380

Professional summary

Jeremy Nathan Pizzolato is a registered financial advisor currently at AAN WEALTH ADVISORS LLC located in Metairie, Louisiana.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeremy has worked at 3 firms and has passed the Series 65 exam.

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.

The Name of the other business: Self Employed Investment Related?: Yes Address of other business: Metairie, LA Nature of other business: Insurance Sales Your position: Sales Start Date: 02/2016 How many hours you devote to the other business per month: 30 How many hours you devote to the other business during securities trading hours: 30 Briefly describe your duties: Burial Insurance Policy Sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Nathan Pizzolato'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®

None

Experience

Current

June 25, 2024 - Present

AAN WEALTH ADVISORS LLC

Office #1: 3500 North Causeway Blvd Suite 160, Metairie, LA 70002

RIA

CRD#: 300652

Metairie, LA

Past

January 15, 2020 - July 19, 2022

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

TICKFAW, LA

Past

November 4, 2016 - January 9, 2020

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Matairie, LA

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

Louisiana
(6/25/2024)

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: 9/16/2016

Uniform Investment Adviser Law Examination

Current Firm

AAN WEALTH ADVISORS LLC

AAN WEALTH ADVISORS | AAN WEALTH ADVISORS LLC

CRD#: 300652 / SEC#:

Arkansas

Registered Investment Advisory firm - (2/11/2020 Approved)

Louisiana

Registered Investment Advisory firm - (6/25/2024 Approved)

Michigan

Registered Investment Advisory firm - (10/19/2023 Approved)

New Mexico

Registered Investment Advisory firm - (11/6/2023 Approved)

Ohio

Registered Investment Advisory firm - (3/5/2019 Approved)

Oregon

Registered Investment Advisory firm - (8/7/2025 Approved)

South Carolina

Registered Investment Advisory firm - (8/14/2023 Approved)

Tennessee

Registered Investment Advisory firm - (1/30/2020 Approved)

Texas

Registered Investment Advisory firm - (11/27/2023 Approved)

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Contact information

Main Address

4450 Belden Village Ave Nw Suite 704, Canton, OH 44718

Mailing Address

Phone number

(888) 720-0360

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	411
AUM (Assets Under Management)	$ 83,850,258

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.

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Jeremy N. Pizzolato

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Nathan Pizzolato's CRS (Customer Relationship Summary).

Certified licenses

Experience

AAN WEALTH ADVISORS LLC

VIRTUE CAPITAL MANAGEMENT, LLC

HORTER INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2016

Current Firm

AAN WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AAN WEALTH ADVISORS LLC

TRUST BUT VERIFY

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