Everbank Wealth Management

Everbank Wealth Management (CRD# 154237) is a financial advisory firm headquartered in Jacksonville, FL. They manage $132,546,676 in 229 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $578,806
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Everbank Wealth Management
Showing 1 - 10 of 22 top financial advisors.
1
Christopher R. Gaffney
CRD#: 1654216
8300 Eager Road, Suite 700, Saint Louis, MO 63144
96
Wealthminder
score

Christopher Gaffney (CRD# 1654216) is an Investment Advisor Representative working at Everbank Wealth Management in Saint Louis, MO and has over 11 years of experience in the finance industry.

2
Brian M. Chernoff
CRD#: 5260603
8300 Eager Road, Saint Louis, MO 63144
93
Wealthminder
score

Brian Chernoff (CRD# 5260603) is an Investment Advisor Representative working at Everbank Wealth Management in Saint Louis, MO and has over 10 years of experience in the finance industry.

3
Brian P. Clark
CRD#: 2592113
301 West Bay Street, Jacksonville, FL 32202
93
Wealthminder
score

Brian Clark (CRD# 2592113) is an Investment Advisor Representative working at Everbank Wealth Management in Jacksonville, FL and has over 7 years of experience in the finance industry.

4
David L. Conover
CRD#: 2270362
301 West Bay Street, Jacksonville, FL 32202
93
Wealthminder
score

David Conover (CRD# 2270362) is an Investment Advisor Representative working at Everbank Wealth Management in Jacksonville, FL and has over 25 years of experience in the finance industry.

5
William S. Ervin
CRD#: 2785840
8300 Eager Road, Saint Louis, MO 63144
93
Wealthminder
score

William Ervin (CRD# 2785840) is an Investment Advisor Representative working at Everbank Wealth Management in Saint Louis, MO and has over 21 years of experience in the finance industry.

6
Debbie M. Geringer
CRD#: 1485854
8300 Eager Road, Saint Louis, MO 63144
93
Wealthminder
score

Debbie Geringer (CRD# 1485854) is an Investment Advisor Representative working at Everbank Wealth Management in Saint Louis, MO and has over 31 years of experience in the finance industry.

7
Christine D. Haedike
CRD#: 2489703
301 W. Bay Street, Jacksonville, FL 32202
93
Wealthminder
score

Christine Haedike (CRD# 2489703) is an Investment Advisor Representative working at Everbank Wealth Management in Jacksonville, FL and has over 23 years of experience in the finance industry.

8
Antione T. Lawrence
CRD#: 5391995
301 W. Bay Street, Jacksonville, FL 32202
93
Wealthminder
score

Antione Lawrence (CRD# 5391995) is an Investment Advisor Representative working at Everbank Wealth Management in Jacksonville, FL and has over 7 years of experience in the finance industry.

9
Gretchen J. Mitchell
CRD#: 4883459
777 Harbour Island Blvd. Suite 100, Tampa, FL 33601
93
Wealthminder
score

Gretchen Mitchell (CRD# 4883459) is an Investment Advisor Representative working at Everbank Wealth Management in Tampa, FL and has over 8 years of experience in the finance industry.

10
Brendan C. Normile
CRD#: 4926308
8300 Eager Road, Saint Louis, MO 63144
93
Wealthminder
score

Brendan Normile (CRD# 4926308) is an Investment Advisor Representative working at Everbank Wealth Management in Saint Louis, MO and has over 9 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.