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Jacksonville Wealth Management

Headquartered in JACKSONVILLE, FL

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Firm Information

Jacksonville Wealth Management is a registered investment advisor based in Jacksonville, FL. The firm manages approximately $434.6 million in assets for 1,841 clients. They provide financial planning and portfolio management services for individuals, corporations, and high-net-worth individuals. The firm has four licensed agents and investment advisor representatives.

Jacksonville Wealth Management

8075 GATE PARKWAY WEST

JACKSONVILLE, FL 32216

$434.64M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

JACKSONVILLE WEALTH MANAGEMENT has a total of 3 branch locations across the country.
location

JACKSONVILLE, FL

location

BRENTWOOD, TN

location

Brentwood, TN

Advisors at Jacksonville Wealth Management

View All 4 Advisors
Unclaimed
Nicholas Joseph Pinelli

CFP®, RA

JACKSONVILLE, FL

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Unclaimed
Christopher David Cox

CFP®, RA

JACKSONVILLE, FL

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Unclaimed
Lester Edgar Hockenbery

CFP®, RA

JACKSONVILLE, FL

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Unclaimed
Richard Boyd Erickson

RA

Brentwood, TN

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Unclaimed
Daniel Martin Ciez

RA

JACKSONVILLE, FL

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Disclosures

There are no public disclosures for Jacksonville Wealth Management.

Frequently Asked Questions (8)

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