JACKSONVILLE WEALTH MANAGEMENT
Firm details
- Headquarters
- JACKSONVILLE, Florida
- CRD number
- 309312
- Registered since
- March 5, 2021
- Website
- www.jaxwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.59%
- Individuals15.66%
- Corporations / Businesses0.71%
- Pension & Profit Sharing Plans0.02%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jacksonville Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC since 2021. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and portfolio management services geared toward individuals and small businesses. Ownership is individual rather than corporate, and its pricing includes percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. The adviser does not market itself as an ESG investor and is not classified as a multi-state adviser for regulatory purposes. It is not a capital allocator in the sense of running proprietary private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities13%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 5NICHOLAS PINELLI
Operations ManagerCRD 6800695
Ciara Ciez
Client Services and Operations AssociateCRD 8037290
CHRISTOPHER COX
Financial AdvisorCRD 6270217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$119M in ETFs
95%
$113M
0%
$6.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $18.7M | 28,749 | 15.67% |
Location
JACKSONVILLE, FL
DUVAL
Location
JACKSONVILLE, FL
Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 8075 Gate Pkwy W
- Time zone
- ET (UTC-5)
- Office locations
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