AUMdb
CL

Charles Lester Jantzi

CRD 2790352 Certified Financial Planner Has disclosures

Firms

FirmRoleAs of
Synergy Wealth Advisors, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗