Bdo Wealth Advisors, LLC

Bdo Wealth Advisors, LLC (CRD# 222525) is a financial advisory firm headquartered in Jacksonville, FL. They manage $833,399,874 in 1,788 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    833
    MILLION
  • Total Number of Accounts
    1,788
    ACCOUNTS
  • Average Account Value
    $466,107
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, MA, MO, NC, NE, NH, NJ, NY, TX

Financial Advisors at Bdo Wealth Advisors, LLC
Showing 1 - 10 of 13 top financial advisors.
1
David T. Albaneze
CRD#: 708697
Jacksonville, FL 32202

David Albaneze (CRD# 708697) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 39 years of experience in the finance industry.

2
Jeffery T. Albaneze
CRD#: 6674627
Jacksonville, FL 32202

Jeffery Albaneze (CRD# 6674627) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Jeffery Albaneze has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jared B. Banner
CRD#: 4595247
Boston, MA 02110

Jared Banner (CRD# 4595247) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Boston, MA and has over 16 years of experience in the finance industry. Jared Banner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Matthew B. Cochran
CRD#: 5007977
Jacksonville, FL 32202

Matthew Cochran (CRD# 5007977) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 14 years of experience in the finance industry.

5
Jeremy T. Dunlop
CRD#: 5298142
Fort Lauderdale, FL 33301

Jeremy Dunlop (CRD# 5298142) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has over 11 years of experience in the finance industry. Jeremy Dunlop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Tyson J. Giger
CRD#: 4805908
Saint Louis, MO 63105

Tyson Giger (CRD# 4805908) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Saint Louis, MO and has over 14 years of experience in the finance industry.

7
Sarah C. Hancock
CRD#: 6182394
Chicago, IL 60611

Sarah Hancock (CRD# 6182394) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

8
Jeffrey B. Koch
CRD#: 2779737
Fort Lauderdale, FL 33301

Jeffrey Koch (CRD# 2779737) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has 1 year of experience in the finance industry.

9
Richard F. Kraner
CRD#: 2719261
Jacksonville, FL 32202

Richard Kraner (CRD# 2719261) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 23 years of experience in the finance industry.

10
Eric J. Linser
CRD#: 4079983
San Francisco, CA 94104

Eric Linser (CRD# 4079983) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

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