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Christopher Jason Mann

Investment Adviser Representative at TITLEIST ASSET MANAGEMENT, LLC

Chapel Hill, NCCRD #2417287Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
1 states
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christopher Jason Mann has worked in the securities industry since 1994. They are registered to provide investment advisory services in North Carolina.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/15/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 12/7/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/12/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/29/1993
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 11/29/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $1,000,0001.50%
$1,000,001 – $3,000,0001.25%
$3,000,001 or greater1.00%
Source

Titleist Asset Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TITLEIST CAPITAL, LLCCurrent
1/19/2024Chapel Hill, NC
TITLEIST ASSET MANAGEMENT, LLCCurrent
1/19/2024Chapel Hill, NC
FIDELITY PERSONAL AND WORKPLACE ADVISORS
7/13/20181/25/2024Boston, MA
STRATEGIC ADVISERS LLC
4/11/20057/13/2018Chapel Hill, NC
IFMG SECURITIES, INC.
3/16/20043/29/2005Falmouth, MA
FISHER INVESTMENTS,INC.
1/16/200311/4/2003Falmouth, MA
STRATEGIC ADVISERS INC.
11/10/19981/10/2003Braintree, MA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Jason Mann has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Christopher Jason Mann - Financial Advisor in Chapel Hill, NC | AdvisorFinder