Christopher Jason Mann

Employer firm

Titleist Asset Management, LLC CRD 323567

$2.66B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 03/2005 → 01/2024
  Fidelity Brokerage Services Llc
  Braintree, MA
• 07/2018 → 01/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2024 → Present
  Titleist Asset Management, Llc.
  San Antonio, TX

Previous Registrations

• 2018-07-13 → 2024-01-25
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2005-04-11 → 2018-07-13
  Strategic Advisers Llc
  Braintree, MA
  Durham, NC
  Durham, NC
  Chapel Hill, NC
• 2004-03-16 → 2005-03-29
  Ifmg Securities, Inc.
  Falmouth, MA
• 2003-01-16 → 2003-11-04
  Fisher Investments
  Falmouth, MA
• 1998-11-10 → 2003-01-10
  Strategic Advisers Llc
  Braintree, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-15
• S63 Uniform Securities Agent State Law Examination
  1993-12-07

Designations

• Certified Financial Planner