CA
Christopher P. Anthony
JTNC WEALTH ADVISORS LLC
Mesa, AZ
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CRD#: 7396347
CA
Professional summary
Christopher P. Anthony is a registered financial advisor currently at JTNC WEALTH ADVISORS LLC located in Mesa, Arizona.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 1 firm 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.
Volare Capital Management, LLC is a financial software development firm located at 400 S El Camino Real, Suite 1175, San Mateo CA 94402. I am a Managing Member since January 1, 2015 working 120 hour per month and 60 hours during trading hours. I oversee the software development team and two portfolio managers who work for Volare and trade Volare Capital. JTNC Wealth Advisors LLC is seeking registration as an advisor to offer strategies developed by Volare Capital Management LLC to qualified clients. JTNC is located at 2715 S Vincent, Mesa, AZ. I will be the registered investment advisor and work as needed to offer trading strategies to a select few qualified clients.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher P. Anthony'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
October 5, 2023 - Present
JTNC WEALTH ADVISORS LLC
RIA
CRD#: 328280
Mesa, AZ
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
Arizona(10/5/2023)
Current Firm
JW
JTNC WEALTH ADVISORS LLC
JTNC WEALTH ADVISORS LLC
CRD#: 328280 / SEC#:
Arizona
Registered Investment Advisory firm - (10/5/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Mesa, AZ
Mailing Address
Phone number
(239) 248-4866
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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