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Jason French

Advisor at French Capital Management, LLC — Jacksonville, FL

Updated today

Credentials

Series 63, Series 65

Experience

10 years

Location

Jacksonville, FL 32223

French Capital Management, LLC logo

French Capital Management, LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Jason French is the principal of French Capital Management, LLC, with 9 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory role, he serves as president of the Mandarin Republican Club. French Capital Management provides discretionary and non-discretionary investment management, consulting, and financial planning to institutional and retail clients worldwide. The firm emphasizes asset allocation and diversified, long-term portfolios, and offers specialized pension consulting services, including acting as an ERISA fiduciary.

Client services

Based on French Capital Management, LLC

Portfolio management Pension consulting

Expertise

Based on French Capital Management, LLC

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on French Capital Management, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Consulting services may be charged on a negotiated flat or fixed-fee basis.

Project-based

Consulting and financial planning fees up to $500 per hour; negotiable.

Other

Account minimum: $100,000 Fee-only: Fee-only firm; fees are only paid by clients for services provided; no commissions or finder’s fees accepted.

Location

Jacksonville, FL

13080 Silver Oak Drive

Jacksonville FL 32223

Advisors at this office

1

Most active in

Florida

Work history

10 years of industry experience

Capital Financial Strategies

2016 - 2017 • 1 year

Jacksonville, FL

Minnesota Life Insurance Co

2016 - 2017 • 1 year

St Paul, MN

Securian Financial Servcies Inc

2016 - 2017 • 1 year

St Paul, MN

French Capital Management, LLC

2015 - Present • 11 years

Jacksonville, FL

Edward Jones

2014 - 2015 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael M

CFP®

Jacksonville, FL

Wealth 73, LLC

Michael Macke is a CFP® professional with 23 years of experience in financial advisory. He is the sole advisor at Wealth 73, LLC, an independent firm based in Jacksonville, FL. His career includes roles at several firms such as Petros Advisory Services, Payne Capital Management, and Valic Financial Advisors. Wealth73, LLC is a fee-only independent investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning services, using a mix of strategic and tactical asset allocation supported by various analytical methods and both passive and active investment vehicles.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning

Jake S

CFP®

Jacksonville, FL

Spark Wealth Advisors

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses Retired LGBTQIA Baby Boomers (Born 1946-1964)

Erin E

Series 63, Series 66

Jacksonville, FL

Independent Advisor Alliance, LLC

Erin Eiras is a Wealth Mamager at InVestra holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her firms RIA is Visoinary Square - Independent Advisor Alliance since 2018 and concurrently brokers through LPL Financial since 2012. InVestra serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with various analytical techniques and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Long-term care insurance Business exit / sale strategy Founder/Business Owner Self-Employed Executive Technology Professional Established Professionals HENRY (High Earners, Not Rich Yet) Women Professionals Women Business Owners Women's Finance

Kevin B

CFP®

Jacksonville, FL

HCP Wealth Planning, LLC

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

General retirement planning FIRE (Financial Independence Retire Early)
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Jerry P

Series 63, Series 65

Jacksonville, FL

JLP Investments

Jerry Parrish is an independent financial advisor with JLP Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His career includes roles at Dempsey Lord Smith, LLC, Edward Jones, and Hornor, Townsend & Kent, LLC. He also operates the Parrish Insurance Agency, a licensed insurance producer affiliated with his investment firm. JLP Investments provides fee-based advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses custom portfolio management with a tactical allocation approach, employing fundamental, technical, and cyclical analysis, and implements client accounts via monitored third-party managers. The firm's licensed insurance agency status and combined retirement plan consulting and 1031 exchange services further differentiate its offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Real estate investing
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Mario P

CFP®, Series 66

Jacksonville, FL

Toams Financial

Mario Payne is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Toams Financial. Prior to founding Toams Financial in 2019, he worked for Raymond James Financial Services from 2013 to 2019. Outside of advisory services, Mr. Payne is an Independent Insurance Agent and holds minority ownership stakes in several technology and real estate platforms, including Let Bob LLC, a software app focused on investment strategies and trading automation. He is also the author of the book *The Relax Estate - The Relax Investor*. Toams Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, using a mix of fundamental, technical, cyclical, behavioral, and charting analysis in a primarily long-term investment approach. The firm integrates AI-driven products such as the Let Bob AI Powered Momentum ETF (LETB) into client portfolios and manages a notably high client load for a single-advisor practice.

ESG / Sustainable investing
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