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Ashley Nicole Minotti

Jackson Private Wealth Management, Inc.

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About Ashley Nicole Minotti

Ashley Minotti is an Investment Advisor Representative at Jackson Private Wealth Management, Inc., located in COCOA, FL. Ashley is a registered Investment Advisor Representative and has passed the Series 65 exam. Ashley's area of specialization includes Investment Management and Financial Planning. Ashley has been in the financial services industry since 2011. Ashley's firm provides financial planning, portfolio management for individuals and selection of other advisors. The firm has assets under management of $13,500,000.

Firm Information

Ashley Minotti is currently registered with Jackson Private Wealth Management, Inc.. Jackson Private Wealth Management, Inc. is an independent wealth management firm headquartered in Jackson, Mississippi. The firm primarily provides financial planning and portfolio management services to high-net-worth individuals and other individuals. They have approximately $13.5 million in regulatory assets under management, with 90 total accounts. The firm is led by a team of experienced financial professionals who are committed to providing their clients with personalized, comprehensive wealth management solutions.

$13.50M

Assets Under Management

1

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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other

Selection of other advisors

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Ashley Minotti’s Registration & Firm History

FL

01/01/2025 - Present

Jackson Private Wealth Management, Inc. (COCOA FL)

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Licenses & Designations

IA

Issued 09/20/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashley Nicole Minotti.
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