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JM

Jackson P. Mazzei

TRINITY STRATEGIC WEALTH
TULSA, OK 74136
Some features on this profile are disabled
CRD#: 7780809
JM

Professional summary

Jackson Paul Mazzei is a registered financial advisor currently at TRINITY STRATEGIC WEALTH located in Tulsa, Oklahoma.

Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jackson 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Paul Mazzei'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

February 27, 2026 - Present

TRINITY STRATEGIC WEALTH

Office #1: 1375 E. 71st Street, Tulsa, OK 74136
RIA
CRD#: 337956
TULSA, OK

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".
TS
TRINITY STRATEGIC WEALTH
TRINITY STRATEGIC WEALTH | TULSA WEALTH ADVISORS, INC.

CRD#: 337956 / SEC#: 801-134209

RIA
Registered Investment Advisory firm - (8/27/2025 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.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(2/27/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/27/2026
Uniform Investment Adviser Law Examination

Current Firm

TS
TRINITY STRATEGIC WEALTH
TRINITY STRATEGIC WEALTH | TULSA WEALTH ADVISORS, INC.

CRD#: 337956 / SEC#: 801-134209

RIA
Registered Investment Advisory firm - (8/27/2025 Approved)
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Contact information

Main Address
1375 E. 71st Street, Tulsa, OK 74136
Mailing Address
Phone number
(918) 492-2150
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (22 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

TRINITY STRATEGIC WEALTH FORM ADV PART 2A 7-2025 (10/22/2025)
TRINITY STRATEGIC WEALTH FORM ADV PART 2A APPENDIX 1 7-2025 (10/22/2025)

Regulatory assets under management

Total Number of Accounts4,794
AUM (Assets Under Management)$ 1,515,839,900

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

TRINITY STRATEGIC WEALTH

CRD#: 337956Tulsa, OK 74136

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