Jeremy Nathan Pizzolato

Employer firm

Aan Wealth Advisors LLC CRD 300652

$130M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES

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

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

Current Employers

Employment History

• 09/2016 → 12/2019
  Horter Investment Management, Llc
  Cincinnati, OH
• 02/2016 → Present
  Self Employed
  Metairie, LA
• 01/2020 → 07/2022
  Virtue Capital Management, Llc
  Brentwood, TN
• 05/2024 → Present
  Aan Wealth Advisors Llc
  Canton, OH

Previous Registrations

• 2020-01-15 → 2022-07-19
  Virtue Capital Management, Llc
  Tickfaw, LA
  Brentwood, TN
• 2016-11-04 → 2020-01-09
  Horter Investment Management, Llc
  Tickfaw, LA
  Cincinnati, OH
  Matairie, LA

Other Businesses

The Name of the other business: Self Employed Investment Related?: Yes Address of other business: Metairie, LA Nature of other business: Insurance Sales Your position: Sales Start Date: 02/2016 How many hours you devote to the other business per month: 30 How many hours you devote to the other business during securities trading hours: 30 Briefly describe your duties: Burial Insurance Policy Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-16