Be advised. This firm is no longer registered.

Everbank Wealth Management

Everbank Wealth Management (CRD# 154237) is a financial advisory firm headquartered in Jacksonville, FL. They manage $118,242,476 in 193 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $612,655
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
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
No Advisor Found.
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