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1
Let's start with your first name.
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2
And your last name?
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3
And what's a good email for you?
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4
Tell us a bit about your investing history _____
A
Key A
Total newbie
B
Key B
Dabble here and there
C
Key C
Been at this for a while
5
Why might Jazz be a good fit for you?
A
Key A
I want to roll over my old employer account
B
Key B
I have an existing account to transfer
C
Key C
I am leaving my current advisor
D
Key D
I want someone to invest for me and teach me along the way
E
Key E
I'm just looking for advice
6
Just to confirm, you are no longer employed there, correct?
A
Key A
That is correct
B
Key B
No, I am still working there.
6
Awesome! What type of account do you want to open with us?
A
Key A
401k, 403b, or TSP Rollover
B
Key B
IRA or Roth IRA
C
Key C
Brokerage Account
B
Key B
I'm not sure
Thank you for the opportunity! Would you like to schedule a call with us, or skip straight to getting started with us?
A
Key A
Schedule a Call
B
Key B
Start an Application
One last confirmation, you know that we are only allowed to give specific advice to current clients right?
A
Key A
Sure do!
B
Key B
Oh, bummer
Uh oh!
Unfortunately, you cannot roll over a workplace plan while you are sill working there.
We hope you consider working with us in the future!
We're Sorry
Unfortunately, we cannot give advice or planning as a standalone service.
You might find some great videos on our YouTube channel though that may help you.
That's great!
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Thank you for your time!
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Thank you for choosing Jazz to keep your dough straight!

Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm.

Past performance is not a guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. The material contained herein has been prepared from sources and data we believe to be reliable but we make no guarantee as to its accuracy or completeness. The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product. This material is not to be construed as providing investment services in any jurisdiction where such offers or solicitation would be illegal.

You should be aware that investments can fluctuate in price, value and/or income, and you may get back less than you invested. Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative.