Jackson Paul Mazzei
Investment adviser representative at Trinity Strategic Wealth
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Trinity Strategic WealthJan 2026 to now
- Time To ReviveMay 2024 to Jan 2026
- Texas Capital SecuritiesMay 2023 to Jul 2023
- Baylor UniversitySep 2020 to May 2024
- Regent Prep SchoolJan 2016 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
Trinity Strategic Wealth
Legal name: Tulsa Wealth Advisors, Inc.
$1.5BAssets managed
1,763Clients
17Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7780809
- Firm CRD
- 337956