Josiah J. Jazwa
THE LIFE WEALTH GROUP | Financial Advisor
WINTER GARDEN, FL 34787
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CRD#: 7192653
Professional summary
Josiah J Jazwa, who also goes by Josiah J Jazwa, is a registered financial advisor currently at THE LIFE WEALTH GROUP located in Winter Garden, Florida and MADISON AVENUE SECURITIES, LLC located in Winter Garden, Florida.
Josiah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Josiah has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
What are your service offerings?
Family Finances
Cash Flow Management Strategie...
Tax Planning Strategies
Are you a "fiduciary"?
Yes
Aliases
Josiah J Jazwa
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. NAME: SJJJ; ADDRESS: 681 MOORE ROAD, AVON LAKE, OH 44012; INVESTMENT RELATED: YES; POSTION: MINORITY OWNER OF COMMERCIAL REAL ESTATE COMPANY; DUTIES: NO MANAGEMENT ROLE; HOURS PER WEEK: 0 HOURS PER WEEK; START DATE: STARTED AS A MINOR; 2. JMJ MANAGEMENT; ADDRESS: SANDUSKY, OH; INVESTMENT RELATED: NO; POSITION: APAR CONSULTANT; DUTIES: ASSISTING WITH ACCOUNTING FUNCTIONS; HOURS PER WEEK: 0 HOURS PER WEEK; START DATE: 01/2010; 3. NAME: SIGNIFICANT WEALTH MANAGEMENT DBA THE LIFEWEALTH GROUP; ADDRESS: 270 W PLANT STREET STE 240, WINTER GARDEN FL 34787; INVESTMENT RELATED: YES; POSITION: INSURANCE AGENT; DUTIES: SALES OF ANNUITIES, INSURANCE, AND OTHER PRODUCTS, FINANCIAL PLANNING; HOURS PER WEEK: 40 HOURS PER WEEK; START DATE: 01/22/2024; 4. NAME: MADISON AVENUE SECURITIES, LLC; ADDRESS: 270 W PLANT STREET STE 240, WINTER GARDEN FL 34787; INVESTMENT RELATED: YES; POSITION: REGISTERED REPRESENTATIVE; DUTIES: BROKER-DEALER; HOURS PER WEEK: 40 HOURS PER WEEK; START DATE: 01/22/2024; 5. LifeWealth Investments, LLC; Yes Investment Related; 270 W. Plant Street, Suite 240, Winter Garden FL 34787; Position: Registered Investment Adviser; Wealth Management; Start Date: 11/2024; Approx 120 hour per month; Approx 120 hours during trading; Investment Management and Financial Planning.
CRS (Client Relationship Summary) - RIA
Click below to view Josiah J Jazwa'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
December 16, 2024 - Present
THE LIFE WEALTH GROUP
Office #1: 270 W. Plant Street Ste. 240, Winter Garden, FL 34787RIA
CRD#: 332978
WINTER GARDEN, FL
Current
January 22, 2024 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 270 W. Plant St. Suite 240, Winter Garden, FL 34787RIA
BD
CRD#: 23224
Winter Garden, FL
Past
January 29, 2024 - May 1, 2025
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Winter Garden, FL
Past
April 8, 2022 - January 18, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Independence, OH
Past
February 7, 2022 - January 18, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Independence, OH
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".
TL
THE LIFE WEALTH GROUP
LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.
CRD#: 332978 / SEC#: 801-131318
RIA
Registered Investment Advisory firm - (10/18/2024 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(1/22/2024)
IAR
Florida(12/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/7/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TL
THE LIFE WEALTH GROUP
LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.
CRD#: 332978 / SEC#: 801-131318
RIA
Registered Investment Advisory firm - (10/18/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
270 W. Plant Street Ste. 240, Winter Garden, FL 34787
Mailing Address
Phone number
(407) 299-4129
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 314 |
| AUM (Assets Under Management) | $ 177,712,580 |
Red Flags
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Company Information
THE LIFE WEALTH GROUP
Financial AdvisorCRD#: 332978Winter Garden, FL 34787TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
