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Christopher Jason Mann

Titleist Asset Management, LLC

San Antonio, TX

Chapel Hill, NC

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Current Employers
Titleist Asset Management, Llc

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-19
  • NC RA
    APPROVED
    Since 2024-01-19

Branch Locations

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States

Chapel Hill, NC • 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
Fidelity Brokerage Services Llc Braintree MA 03/2005 01/2024
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2024
Titleist Asset Management, Llc. San Antonio TX 01/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-15
S63 Uniform Securities Agent State Law Examination 1993-12-07
  • S65 Uniform Investment Adviser Law Examination
    1998-10-15
  • S63 Uniform Securities Agent State Law Examination
    1993-12-07
Designations

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
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