Charles Lester Jantzi

Employer firm

Synergy Wealth Advisors, LLC CRD 150155

$20.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → Present
  Jantzi Wealth Management, Llc
  Baton Rouge, LA
• 01/2016 → Present
  Stoneridge Partners
  Baton Rouge, LA

Previous Registrations

• 2003-01-23 → 2009-03-30
  Stanford Group Company
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1.U4 - item13: Stoneridge Partners; Batton ROuge, LA; Consulting service in mergers & acquisitions in the home health, home care and hospice business segment of the health care market; Associate Partner; Start date 01/01/2016; Hours devoted to business during trading hours 50; Hours devoted to business outside trading hours 40; not investment-related 2.Charles L. Jantzi is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Synergy Wealth Advisors, LLC always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Synergy Wealth Advisors, LLC in such individual's outside capacities.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-10-07
• S65 Uniform Investment Adviser Law Examination
  1996-10-07

Designations

• Certified Financial Planner

Other Names

• Charles L Jantzi