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Jonathan Camarda CFP, CPWA, CMT, CAIA, CHFC, CFS, CLU

Peak Alpha Wealth Management

3010 3rd Street South
Suite A

Jacksonville, FL 32250
(904) 5005050

Helping You Pursue Your Financial Goals!

About Peak Alpha Wealth Management

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

General Information

Firm Start Year

2019

No.of Employees

20-49

CRD#

2357470

Firm CRD#

105427

Years of Experience in Financial Services

26

Number of Years with Current Firm

1

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

Stocks, Annuities, Insurance, Bonds, Exchange Traded Funds (ETFs)

I can meet clients in the following ways

Via email, Via phone, At my office, At your home, Video Conference, At your office

Compliance

Registered Investment Advisor

No

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Life, Health, Annuity

Financial Organization Memberships

Market Technician Association

Firm Information

Firm's Number of Clients

4500

Assets Managed by Firm

$2.5 Billion

Advisor's Number of Clients

70

Assets Managed by Advisor

31.9 Million

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Commissions

Fee % Based on Assets

1-1.5%

Additional Details on Charges

Advisory Services are fee-based depending upon assets ranging from 1-1.5%. Clients can choose between 2 of the LARGE INDEPENDENT Advisory custodians. TD Ameritrade and Charles Schwab. Minimum account relationship size may be negotiable.

ONLY Insurance products are purchased on a commission bases. Access to various Major Carriers NOT CAPTIVE AGENT-thus free to ascertain best 'fit' for client needs.

Minimum Fee Charged for Managed Accounts

1%

Disclaimer

ADVISORY SERVICES OFFERED THROUGH CARROLL FINANCIAL ASSOCIATES, INC., A REGISTERED INVESTMENT ADVISOR. PEAK ALPHA WEALTH MANAGEMENT AND CARROLL FINANCIAL ARE NOT AFFILIATED. REGISTRATION DOES NOT IMPLY A CERTAIN LEVEL OF SKILL OR TRAINING. CARROLL FINANCIAL AND PEAK ALPHA WEALTH MANAGEMENT, LLC ARE NOT AFFILIATED. Insurance and annuity products are not offered through Carroll Financial. Acting in his individual capacity as a licensed insurance agent, Jonathan may recommend the purchase of commission-based insurance and annuity products. These recommendations represent a conflict of interest, as the receipt of commissions provide an incentive to recommend products based on the additional compensation to be received, rather than on a particular clients need. The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications. The guarantee of the annuity is backed by the claims paying ability of the issuing insurance company. Although it is possible to have guaranteed income for life with a fixed annuity, there is no assurance that this income will keep up with inflation. There is a surrender charge imposed generally during the first 5 to 7 years or during the rate guarantee period. -Please note regarding any reference to tax- free options: Income may be subject to local, state and/or the alternative minimum tax.