Jazz Wealth Managers, Inc.

Christopher Klenk is a financial advisor at Jazz Wealth Managers, Inc. with three years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Northwestern Mutual in various capacities. Klenk serves as a board member of Naples Interagency, a nonprofit focused on the senior healthcare industry and fundraising for healthcare student scholarships in Collier County. Jazz Wealth Managers, Inc. provides discretionary investment management primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm offers tailored portfolios using equities, options, and ETFs, employing a mix of fundamental, technical, and quantitative analysis.

Eric Powell is a financial advisor at Jazz Wealth Managers, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at RightPlan Financial Planning and Investments, LLC, Core Wealth Advisors, Inc., and Thrivent Investment Management Inc. outside of his advisory role, no additional business activities are noted. Jazz Wealth Managers, Inc. provides discretionary investment management primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios that may include equities, options, and ETFs, and it serves an unusually high number of clients per advisor.

Haley Mc Kay Daily Tibbitts is a Series 65 licensed advisor at Jazz Wealth Managers, Inc. with two years of industry experience. Prior to joining Jazz Wealth Managers in 2022, Haley worked in various roles outside the financial industry, including positions in hospitality and education. Jazz Wealth Managers, Inc. provides discretionary investment management primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios composed of equities, options, and exchange-traded funds to each client’s objectives and risk tolerance.

Matthew Kulaga is a financial advisor at Jazz Wealth Managers, Inc. He holds a Series 65 designation and has experience in real estate sales as a licensed realtor with Keller Williams. Prior to his current role, he worked at Johnson Brothers of Florida and Publix Supermarkets. Outside of advising, he is involved with Agile Realty, showing homes on weekends. Jazz Wealth Managers, Inc. provides discretionary investment management primarily to individual and high-net-worth clients as well as corporations, focusing on portfolios that include equities, options, and exchange-traded funds. The firm employs a combination of fundamental, technical, and quantitative analysis and serves a large client base with a relatively small advisory team.

Dustin Tibbitts is a financial advisor with Jazz Wealth Managers, Inc. in Largo, Florida, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Jazz Wealth Managers since 2016 and is also the manager and owner of Jazz Aviation, LLC, a private airplane leasing business that supports travel for himself and his firm’s representatives. Jazz Wealth Managers, Inc. provides discretionary investment management primarily to individual and high-net-worth clients, as well as corporations and business entities, using portfolios composed of equities, options, and exchange-traded funds. The firm employs a combination of fundamental, technical, and quantitative analysis, offering tailored portfolio management with regular monitoring and acting as a fiduciary on retirement and IRA assets.