Top financial advisors in Jacksonville, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're considering a move to Jacksonville or already live here with significant assets, you might be looking to protect your wealth while managing federal taxes effectively. A common mistake is overlooking how Florida's lack of state income tax shifts the focus to federal tax strategies and property or sales tax planning.
- Federal tax focus. Confirm how the advisor prioritizes federal income tax strategies since Florida doesn't tax income at the state level.
- Property tax insights. Ask about their experience navigating Florida's property tax system and homestead exemptions.
- Wealth migration planning. Discuss how they handle planning for clients relocating to Florida to take advantage of its tax protections.
- Sales tax considerations. Understand their approach to managing the impact of Florida's sales and tourism-related taxes on your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christina J
Series 66, Series 65
Jacksonville, FL
Empower Advisory Group
Christina Jamieson in Jacksonville offers expertise in retirement income strategy and Social Security optimization, which can support managing federal tax implications for retirees in Florida. Her flat-fee structure and affiliation with the large Empower Advisory Group provide access to integrated retirement plan services, distinguishing her from advisors focused solely on individual wealth management.
Experience: 24 years
Avg account: $565,063
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Thomas W
Series 63, Series 66
Jacksonville, FL
Commonwealth Financial Network
Thomas Walker's extensive 26 years of experience and expertise in tax-loss harvesting and retirement income strategy make him well-suited for managing federal tax strategies and wealth protection in Jacksonville. His affiliation with Commonwealth Financial Network, a large firm offering flat-fee consulting and a broad range of advisory services, distinguishes him from others by combining seasoned insight with flexible fee options and comprehensive support.
Experience: 26 years
Avg account: $568,323
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Jennifer P
CFP®, Series 63, Series 66
Ponte Vedra Beach, FL
Edward Jones
Jennifer Pasterczyk offers expertise in retirement plans for business owners and business succession planning, which can be valuable for managing wealth and federal tax strategies in Jacksonville. With 18 years of experience, CFP® certification, and affiliation with Edward Jones—a large firm serving millions—she brings extensive resources and a focus on women professionals and executives, differentiating her from other advisors in the area.
Experience: 18 years
Avg account: $246,728
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Damian F
Series 63, Series 66
Jacksonville, FL
Uhlmann Investment Management, LLC
Damian Ferguson in Jacksonville, FL, specializes in private and alternative investments as well as real estate investing, which can be valuable for managing wealth with a focus on federal tax strategies relevant to Florida residents. His firm, Uhlmann Investment Management, offers both discretionary and non-discretionary portfolio management with a fundamental analysis approach, charging a 1.75% AUM fee and serving high-net-worth clients independently, distinguishing him from advisors with broader or less specialized practices.
Experience: 3 years
Avg account: $572,956
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Elizabeth K
Series 63, Series 65
Jacksonville, FL
Feltl Advisors
Elizabeth Knutson's 39 years of experience in Jacksonville equip her to address federal tax strategies and property tax nuances relevant to Florida residents. As an independent advisor at Feltl Advisors, she serves individual investors and institutions with a negotiable fee structure up to 3% AUM, distinguishing her through personalized service and a broad client base.
Experience: 39 years
Avg account: $393,434
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