John Kazanjian is a registered investment advisor at Uniting Wealth Partners, based in Oklahoma City, OK, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 854 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management fees range up to 2.00% annually based on factors such as the scope and complexity of services, the level of assets managed, and the overall relationship. Fees may be negotiable at the sole discretion of Uniting Wealth Partners.
Fee Estimator
Location
6303 Waterford Blvd, 125, Oklahoma City, OK, 73118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John serves as an arbitrator for FINRA, dedicating minimal time to this role. He also owns rental real estate properties in Texas and New York with his spouse, requiring minimal time commitment.
Employment History
Current Registrations
Uniting Wealth Partners
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Cfs Brokerage CORP.Broker
Essex National Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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