Jeffrey J. Kazmierski

ASH MATSON WEALTH PARTNERS

PETOSKEY, MI 49770

CRD#: 8104495

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Professional summary

Jeffrey John Kazmierski is a registered financial advisor currently at ASH MATSON WEALTH PARTNERS, INC. located in Petoskey, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Jeffrey John Kazmierski'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®

None

Experience

Current

July 1, 2025 - Present

ASH MATSON WEALTH PARTNERS, INC.

Office #1: 410 E. Lake St. Suite 1300, Petoskey, MI 49770

RIA

CRD#: 166261

PETOSKEY, MI

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

Michigan
(7/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/9/2025

Uniform Investment Adviser Law Examination

Current Firm

ASH MATSON WEALTH PARTNERS, INC.

ASH MATSON WEALTH PARTNERS, INC. | MATSON FINANCIAL GROUP, INC. | ASH MATSON WEALTH PARTNERS, LLC

CRD#: 166261 / SEC#:

Florida

Registered Investment Advisory firm - (1/24/2013 Approved)

Louisiana

Registered Investment Advisory firm - (1/4/2023 Approved)

Michigan

Registered Investment Advisory firm - (5/7/2025 Approved)

Ohio

Registered Investment Advisory firm - (3/18/2025 Approved)

Texas

Registered Investment Advisory firm - (9/27/2022 Conditional Restricted)

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Contact information

Main Address

Palm City, FL

Mailing Address

Phone number

(513) 518-8107

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Jeffrey J. Kazmierski

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey John Kazmierski's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASH MATSON WEALTH PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2025

Current Firm

ASH MATSON WEALTH PARTNERS, INC.

Contact information

Documents

Red Flags

Company Information

ASH MATSON WEALTH PARTNERS, INC.

TRUST BUT VERIFY

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