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Josiah Jazwa

Josiah Jazwa

THE LIFE WEALTH GROUP | Financial Advisor
WINTER GARDEN, FL 34787
Some features on this profile are disabled
CRD#: 7192653
Josiah Jazwa

Professional summary

Josiah 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josiah Jazwa'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

December 16, 2024 - Present

THE LIFE WEALTH GROUP

Office #1: 270 W. Plant Street Ste. 240, Winter Garden, FL 34787
RIA
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 34787
RIA
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
RR
IAR
Series 66
Date: 4/4/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/7/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/15/2021
Securities Industry Essentials Examination
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)
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE LIFEWEALTH GROUP ADV 2A (7/11/2025)

Regulatory assets under management

Total Number of Accounts314
AUM (Assets Under Management)$ 177,712,580

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

THE LIFE WEALTH GROUP

Financial AdvisorCRD#: 332978Winter Garden, FL 34787

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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