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JACKSONVILLE WEALTH MANAGEMENT
8075 Gate Parkway West
Suite #101
Jacksonville, Florida 32216
Tel: 904-923-7526
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 2 offices throughout the country.
JACKSONVILLE WEALTH MANAGEMENT is a Jacksonville, Florida based Financial Planning firm with nearly $434,636,132 assets under management, offering retirement planning & investment advisory services to 1841 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309312 |
| SEC# | 801-120427 |
| Assets Managed by Firm | $434,636,132 |
| No. of Clients | 1841 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1841 | $434,636,132 |
| Individuals (other than high net worth individuals) | 469 | $82,929,365 |
| High net worth individuals | 455 | $348,292,713 |
| Corporations or other businesses | 12 | $3,414,054 |
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