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).
Current Firm Details
By the Numbers
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Total Assets Under Management118MILLION
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Total Number of Accounts193ACCOUNTS
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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
Registered Investment Advisor
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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