Josiah Jazwa
Josiah Jazwa is a registered investment advisor at The Life Wealth Group, based in Winter Garden, FL, with 4 years of industry experience. Josiah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 544 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.65% |
Fees are negotiable at the sole discretion of the firm. Maximum advisory fee is up to 2%.
Fee Estimator
Location
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2026Other Business ActivitiesSells Insurance
Josiah is a minority owner of a commercial real estate company with no management role, and an APAR consultant assisting with accounting functions. He also works as an insurance agent selling annuities, insurance, and other products, and as a registered representative, each taking about a quarter of his time. Finally, Josiah is a registered investment advisor and provides wealth management services, dedicating nearly full-time hours to this.
Employment History
Current Registrations
The Life Wealth Group
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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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