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JACKSONVILLE WEALTH MANAGEMENT

8075 Gate Parkway West
Suite #101
Jacksonville, Florida 32216
Tel: 904-923-7526

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About JACKSONVILLE WEALTH MANAGEMENT

JACKSONVILLE WEALTH MANAGEMENT, formally registered with the SEC as JACKSONVILLE WEALTH MANAGEMENT. The firm was established in 03/05/2021. They have over 1 offices throughout the country.

JACKSONVILLE WEALTH MANAGEMENT is a Jacksonville, Florida based Financial Planning firm with nearly $267,017,540 assets under management, offering retirement planning & investment advisory services to 1414 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#309312
SEC# 801-120427
Assets Managed by Firm $267,017,540
No. of Clients 1414
No. of Advisors 10

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total1414$267,017,540
Individuals (other than high net worth individuals)474$84,370,712
High net worth individuals279$180,719,201
Corporations or other businesses6$1,927,627
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