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Jacksonville Wealth Management
Jacksonville Wealth Management is an SEC-registered investment adviser in JACKSONVILLE, FL, registered since 2021. The firm manages $534 million in...
Overview
Jacksonville Wealth Management is an SEC-registered investment adviser in JACKSONVILLE, FL, registered since 2021. The firm manages $534 million in regulatory assets. It has 13 employees and 4 investment advisers. JACKSONVILLE WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-05, it reported 13 employees; 2,095 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
Jacksonville
Corporate office
Jacksonville, FL, United States
Sector focus
Frequently asked questions
What is the investment philosophy at Jacksonville Wealth Management?
The firm follows a planning-driven philosophy, constructing portfolios around each client's financial goals, timeline, and risk tolerance. It favors diversified, long-term allocations using a mix of individual securities and pooled vehicles. Capital preservation and tax efficiency are central to its approach.
How does Jacksonville Wealth Management custody client assets?
Client assets are held at established third-party custodial institutions — a structure that separates advisory responsibility from physical custody. This is standard practice for independent advisory firms seeking to mitigate custody risk.
Does the firm manage institutional assets or only private wealth?
Jacksonville Wealth Management's model is built for individual and family wealth. Public disclosures suggest no dedicated institutional or pension-consulting business, keeping the firm's focus squarely on private-client advisory.
Is Jacksonville Wealth Management a fiduciary?
As a registered investment adviser, the firm is held to a fiduciary standard requiring it to act in the best interest of its clients when providing advisory services. This differs from the suitability standard applied to broker-dealer transactions.
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