Stoneridge Partners | Charles Jantzi, Sr. Vice President and Associate Partner

Charles Jantzi’s financial expertise, dedication is an asset in each merger and acquisition transaction.

Stoneridge Partners | Charles Jantzi, Associate Partner

Charles Jantzi

Stoneridge Partners | Charles Jantzi, Sr. Vice President and Associate Partner, has traveled the world and spent the majority of his childhood in Asia and Europe. His life experiences continued to span the globe before attending college with Charles actively serving in the United States Army. After the Army, Charles attended and graduated from Louisiana State University (LSU) with a BSBA in Finance.

Following his graduation, Charles joined Merrill Lynch, the wealth management division of Bank of America, as a financial advisor. Charles has worked in the financial services industry for over 20 years managing assets upwards of $40M. A Certified Financial Planner practitioner, Charles continues to operate a Registered Investment Advisory Firm, managing wealth and assets for a select group of clients, in addition to his association with Stoneridge Partners.

Charles works from the Louisiana office. He is involved with several charity organizations and served on several boards, including the March of Dimes and Kiwanis. He and his wife Tracy live in Baton Rouge with their three sons. The couple spend most of their free time involved in school fundraisers and travelling with their oldest son, who is a competitive swimmer. Charles, himself, is an 8x Ironman finisher.


Stoneridge Partners | Charles Jantzi, Sr. Vice President and Associate Partner

Direct: 225-939-0531
Office: 800-218-3944 
charles@stoneridgepartners.com

We are a business intermediary; this is our way of saying we work very differently from your typical business broker. At Stoneridge Partners, we get to know your history, goals and plans, as well as, your business, helping you determine the choices that are in your best interests. We’ll advise you whether you should sell, merge, wait or grow by diversification, expansion or acquisition.

Relationships are important to us and are the very base of our reputation. The best for you is the best for us. – Charles Jantzi