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 an LLC. The firm is SEC-registered (registered in 2021) and is privately owned by an individual. It serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management services for individuals and small businesses. Its billing arrangements include a percentage-of-AUM fee, hourly charges, and fixed fees. The firm is not identified as an active ESG investor and does not present itself as a capital allocator to external managers.
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
Christopher Cox
Financial AdvisorCRD 6270217
Nicholas Pinelli
Operations ManagerCRD 6800695
Richard Erickson
Financial Advisor & Vice PresidentCRD 2220590
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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