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Jack Vytautas Kazickas

Investment adviser representative at Cfm Wealth Partners LLC
11 yearsExperience
1 stateRegistered in
$885.8MFirm assets
7 yearsFirm 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 assetsHourlyFixed 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

11 years in the industry.

  1. Cfm Wealth Partners LLCJun 2026 to now
  2. UnemployedMar 2026 to May 2026
  3. Freedom PowerJan 2019 to Feb 2026
  4. UnemployedMar 2018 to Dec 2018
  5. Ten-x CommercialJan 2015 to Feb 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

Cfm Wealth Partners LLC

$885.8MAssets managed
280Clients
2Advisers
7 yearsIn 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
8311653
Firm CRD
305135
Advisor's SEC record (opens in a new tab)
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