JACKSONVILLE WEALTH MANAGEMENT
SEC RegisteredPlan today. Enjoy tomorrow.
About the firm
At Jacksonville Wealth Management, we provide comprehensive investment management and retirement planning for families, retirees, and business owners. Clients benefit from a holistic approach, guided through all aspects of financial planning: Plan, Invest, Retire, Endow.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive investment management and retirement planning, with a holistic approach covering all aspects of financial planning: Plan, Invest, Retire, Endow.
Who they serve
Families, retirees, and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 503 | $84M |
| High Net Worth Individuals | 517 | $446M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JACKSONVILLE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.