CK
Christopher Klenk
JAZZ WEALTH MANAGERS
Largo, FL 33771
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CRD#: 7459303
CK
Professional summary
Christopher Klenk is a registered financial advisor currently at JAZZ WEALTH MANAGERS, INC. located in Largo, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Christopher has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
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.
BOARD MEMBER, NAPLES INTERAGENCY, 4158 ASPEN CHASE DR., NAPLES, , FLORIDA, 34119, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 4/5/2023, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, HELP GROW THE NETWORK OF PEOPLE/BUSINESSES IN AND AROUND THE SENIOR HEALTHCARE INDUSTRY. I WILL ALSO BE INVOLVED IN THE FUNDRAISING ACTIVITIES WHICH WILL PROVIDE SCHOLARSHIPS TO HEALTHCARE STUDENTS IN COLLIER COUNTY. Non-investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Klenk'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 18, 2024 - Present
JAZZ WEALTH MANAGERS, INC.
Office #1: 2300 Tall Pines Dr. #126, Largo, FL 33771RIA
CRD#: 282807
Largo, FL
Past
April 28, 2022 - February 8, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
FORT MYERS, 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(3/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 4/28/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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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Company Information
JAZZ WEALTH MANAGERS, INC.
CRD#: 282807Largo, FL 33771TRUST BUT VERIFY
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