Jackson Mazzei
Trinity Strategic Wealth · Tulsa, Oklahoma
Jackson Mazzei is a fee-only financial advisor at Trinity Strategic Wealth in Tulsa, Oklahoma. Jackson focuses on retirement planning, estate & legacy planning and tax planning. Trinity Strategic Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Founders
- Executives
Facts
| Firm | Trinity Strategic Wealth |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.54B across 5,431 accounts |
| SEC registration | Investment adviser representative in OK · CRD 7780809 |
| Exams passed | Series 65 (2026) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | trinitystrategicwealth.com |
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Questions about Jackson
Is Jackson Mazzei a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Trinity Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jackson charge for financial advice?
Jackson's firm, Trinity Strategic Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jackson Mazzei based?
Jackson Mazzei is based in Tulsa, Oklahoma.
What does Jackson specialize in?
Jackson's specialties include retirement planning, estate & legacy planning, tax planning, sustainable & impact investing and pension planning. Jackson works with retirees, founders and executives.
Is Jackson Mazzei registered with the SEC?
Yes. Jackson Mazzei is registered as an investment adviser representative in OK (CRD 7780809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Strategic Wealth manage?
Trinity Strategic Wealth reports $1.54B across 5,431 accounts in assets under management.
How do I contact Jackson Mazzei?
Through Jackson's website, trinitystrategicwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Trinity Strategic Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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