Your passions inspire your goals. Pursuing your goals ignites our passion.

You have an appetite for experiences and a thirst for knowledge. Let’s explore the world, certainly. But above all, let’s explore your potential. Plan well. Live well. Chartwell.

WELCOME TO CHARTWELL AMG OF RAYMOND JAMES.

Business Owners
Individuals
Institutions

I’ve traveled the world. I’ve enjoyed many experiences. But I am more interested in the journey you want to take – and helping make it happen. What is the life you aspire to?

Joseph klauzar, founder of chartwell amg

Professor

As an educator in behavioral and modern finance at UCLA and California State University Long Beach, Joseph Klauzar is a thought leader and practitioner on global financial topics shaping your world.

Experience

I speak Japanese. I speak Mandarin. I speak German. But when I speak finance and investing to my clients, I explain in plain English not just what we are doing, but why – so there is a clear understanding.

Joseph klauzar, founder of chartwell amg

Author

Joseph Klauzar has written many articles and is currently working on a book on mathematical finance. It is part of his mission to share his knowledge.

Philosophy

I want my clients to be comfortable. We explain “how the gears turn inside the box” so they feel good about the investment decisions we are making.

Joseph klauzar, founder of chartwell amg

Global citizen

Though he makes his home in Los Angeles, Joseph Klauzar has visited nearly 60 countries on five continents and has lived and worked in Asia for 15 years and Europe for five years. It gives him a unique global perspective.

Difference

Let’s talk about your world Connect with us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use