# Jacksonville Wealth Management

Jacksonville Wealth Management is a Bank / Wealth / Trust based in Jacksonville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jacksonville, United States
- **Region:** North America
- **Address:** Jacksonville, FL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** www.jaxwealth.com
- **LinkedIn:** https://www.linkedin.com/company/jacksonville-weatlh-management

## Regulatory record

- **CRD number:** 309312
- **SEC file number:** 801-120427
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-24T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309312

## About

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.

## Sectors

- Wealth Management

## 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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- [Jacksonville Plumbers and Pipefitters Pension Plan](https://altss.com/profile/jacksonville-plumbers-and-pipefitters-pension-plan)
- [Jacobi Capital Management](https://altss.com/profile/jacobi-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

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