THE DRISCOLL GROUP, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
JACKSONVILLE, Florida
CRD number
141102
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

The Driscoll Group, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm combines advisory work with brokerage activity—its records indicate an affiliation as a registered representative of a broker‑dealer—while positioning its advisory offering around hourly and fixed-fee financial planning. The firm lists financial planning and pension consulting among its advisory services. It does not identify as an active ESG investor, is not a multi-state adviser, and does not market itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JEFFREY DRISCOLL

    Financial Planner and Chief Operating OfficerCRD 6429077

  • KEVIN DRISCOLL

    President and CEOCRD 1282953

Contacts

2 of 2
  • CORY DRISCOLL

    Vice President, Financial AdvisorCRD 6054086

  • JENNIFER HARRIS

    Senior Financial PlannerCRD 4449521

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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
8825 Perimeter Park Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth