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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-01 |
Branch Locations
6900 E Layton Avenue Suite 1150, Denver, CO 80237 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janiczek Wealth Management | Denver | CO | 09/1990 | 09/2024 |
| Cerity Partners Llc | New York | NY | 10/2024 | Present |
Joseph J. Janiczek is engaged in a business other than giving investment advice. He is an award-winning author and may create audio recordings, books, systems and tools that may be sold through various distribution channels. Mr. Janiczek is the creator of Strength Based Wealth Management®, inventor of the Systems and Methods for Optimizing Wealth patent (which he owns under a separate entity named Wealth with Ease, LLC) and may license and train other advisors, organizations or consumers in utilizing this system through other entities including Wealth with Ease, LLC. Wealth with Ease, LLC is an affiliated Delaware LLC qualified to do business in Colorado; however, the entity does not provide any investment advisory or management services whatsoever. The entity was created to develop, own, and license proprietary tools, trademarks, patents, processes, and systems created by Joseph J. Janiczek to Cerity Partners LLC and possibly other investment adviser firms, financial institutions, or customers. Joseph J. Janiczek also founded and owns Flourish Worldwide, LLC and is engaged in creating technology and educational programs on flourishing across multiple life domains in an integrated way via this entity. Flourish Worldwide, LLC is not engaged in personal financial, investor or retirement services, and any claims, objectives or aims of the educational products it offers are in no way related to the services of Cerity Partners LLC. Joseph J. Janiczek is a member of JWM Partners I, LLC, the general partner to JWM Growth & Income Fund I LP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-08-25 |
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