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, individual-owned limited liability company that provides financial planning and portfolio management services for individuals, families and small businesses, with institutional clients included in its client mix. The firm is SEC-registered (registered in 2021) and operates using a mix of fee arrangements: percentage of assets under management, hourly charges and fixed fees. Its advisory focus is traditional wealth management rather than ESG or pension consulting; the firm does not identify as an active ESG investor and is not structured as a multi-state or related adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$158M in ETFs
97%
$153M
0%
$5.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $25.3M | 33,193 | 16.00% |
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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