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, SEC-registered registered investment adviser organized as an LLC and operating since 2021. The firm serves individuals, families and some institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Compensation models include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
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 5
Nicholas 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 30Active vs passive
$143M in ETFs
96%
$138M
0%
$5.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $22.6M | 30,225 | 15.73% |
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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