Christopher Jason Mann

CFP

Titleist Asset Management, LLC

31 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Titleist Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

37 advisors

Number of Clients

1,875 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Titleist Capital, LLC

January 2024 - Present · 2 yrs 1 mo

Titleist Asset Management, LLC

January 2024 - Present · 2 yrs 1 mo

Titleist Capital, LLCBroker

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Fidelity Personal and Workplace Advisors

July 2018 - January 2024 · 5 yrs 6 mos

Strategic Advisers LLC

April 2005 - July 2018 · 13 yrs 3 mos

Fidelity Brokerage Services LLCBroker

April 2005 - January 2024 · 18 yrs 9 mos

Ifmg Securities, INC.

March 2004 - March 2005 · 1 yr

Ifmg Securities, INC.Broker

March 2004 - March 2005 · 1 yr

Fisher Investments,inc.

January 2003 - November 2003 · 10 mos

Strategic Advisers INC.

November 1998 - January 2003 · 4 yrs 2 mos

Fidelity Brokerage Services LLCBroker

April 1995 - January 2003 · 7 yrs 9 mos

Fidelity Investments Institutional Services Company, INC.Broker

July 1994 - April 1995 · 9 mos

Fidelity Brokerage Services, INC.Broker

November 1993 - July 1994 · 8 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.