Core Wealth Management, Inc.

Core Wealth Management, Inc. (CRD# 162870) is a financial advisory firm headquartered in Jupiter, FL. They manage $287,955,997 in 772 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    772
    ACCOUNTS
  • Average Account Value
    $373,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, NY

Financial Advisors at Core Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jacquelyn A. Goldstick
CRD#: 2934836
4600 Military Trail, Suite 215, Jupiter, FL 33458

Jacquelyn Goldstick (CRD# 2934836) is an Investment Advisor Representative working at Core Wealth Management, Inc. in Jupiter, FL and has over 26 years of experience in the finance industry.

2
Todd M. Schanel
CRD#: 4731679
4600 Military Trail, Suite 215, Jupiter, FL 33458

Todd Schanel (CRD# 4731679) is an Investment Advisor Representative working at Core Wealth Management, Inc. in Jupiter, FL and has over 16 years of experience in the finance industry.

3
Jonathon J. Fernandez-Rubio
CRD#: 7438241
4600 Military Trail, Suite 215, Jupiter, FL 33458

Jonathon Fernandez-Rubio (CRD# 7438241) is an Investment Advisor Representative working at Core Wealth Management, Inc. in Jupiter, FL and has over 2 years of experience in the finance industry.

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