Jacksonville Wealth Management
Jacksonville Wealth Management (CRD# 309312) is a financial advisory firm headquartered in Jacksonville, FL. They manage $340,152,972 in 1,600 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management340MILLION
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Total Number of Accounts1,600ACCOUNTS
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Average Account Value$212,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, MN, NC, OH, TN, TX
Christopher Cox (CRD# 6270217) is an Investment Advisor Representative working at Jacksonville Wealth Management in Jacksonville, FL and has over 8 years of experience in the finance industry.
Richard Erickson (CRD# 2220590) is an Investment Advisor Representative working at Jacksonville Wealth Management in Brentwood, TN and has over 32 years of experience in the finance industry.
Lester Hockenbery (CRD# 857052) is an Investment Advisor Representative working at Jacksonville Wealth Management in Jacksonville, FL and has over 34 years of experience in the finance industry.
Nicholas Pinelli (CRD# 6800695) is an Investment Advisor Representative working at Jacksonville Wealth Management in Jacksonville, FL and has over 5 years of experience in the finance industry.