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Jeffrey John Kazmierski

Ash Matson Wealth Partners, Inc.

Palm City, FL

Petoskey, MI

CRD 8104495

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Employer firm

Ash Matson Wealth Partners, Inc. CRD 166261

142 advisory clients

Reported services (Item 5G)

  • Selection of other advisers

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

Current Employers
Ash Matson Wealth Partners, Inc.

Palm City, FL • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-07-01
  • MI RA
    APPROVED
    Since 2025-07-01

Branch Locations

Palm City, FL • United States

410 E. Lake St. Suite 1300, Petoskey, MI 49770 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ash Matson Wealth Partners, Inc. Palm City FL 07/2025 Present
Ic - Coldwell Banker Schmidt Harbor Springs MI 05/2022 Present
Apple Pie Properties, Llc Petoskey MI 04/2012 Present
  • 07/2025 → Present
    Ash Matson Wealth Partners, Inc.
    Palm City, FL
  • 05/2022 → Present
    Ic - Coldwell Banker Schmidt
    Harbor Springs, MI
  • 04/2012 → Present
    Apple Pie Properties, Llc
    Petoskey, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-09
  • S65 Uniform Investment Adviser Law Examination
    2025-05-09

View on SEC IAPD

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