Jacksonville, FL Office

Team
Updated today
Eversource Wealth Advisors, LLC logo

Eversource Wealth Advisors, LLC

Multi-team

Firm-wide stats for Eversource Wealth Advisors, LLC

Total advisors

76

Across 38 offices

Clients per advisor

43 Low

Avg AUM per client

$1,179,621 High

HNW client ratio

47% Very High

About

EverSource serves a mix of individual and institutional clients — including individuals, families, estates and trusts, charitable foundations, broker‑dealers, retirement plans, and other registered investment adviser (RIA) firms and their advisors. The firm provides wealth management, financial planning, investment advisory and consulting services, and also offers turnkey asset management (TAMP), back‑office support and sub‑advisory services to independent RIAs.

EverSource delivers advice through a national network of investment advisor representatives using multiple investment programs — Firm‑as‑Portfolio‑Manager, Advisor‑as‑Portfolio‑Manager, SMA Direct, UMA platforms, a private markets platform, and an OCIO program generally offered to clients with more than $5 million in investable assets. Advisors use an investor profiling process to document time horizon, risk tolerance, tax sensitivity and values, and the firm conducts investment and operational due diligence (including for private market funds) and offers values‑based strategies and Life Impact® Stewardship Planning.

Compared with many peers, EverSource acts both as an adviser to outside RIAs and as a manager of private pooled investments — it sponsored and manages EverSource Capital Access Fund I and operates a private markets platform that includes Brightlight impact investments (with a separate due diligence fee for those offerings). The firm also holds minority or subsidiary interests in technology and service providers (a virtual‑assistant subsidiary and an ownership stake in a digital wealth platform), maintains referral and revenue‑sharing arrangements with cash, trust, and broker/insurance partners, discloses and manages the attendant conflicts of interest, and does not charge performance‑based fees.

Based on Eversource Wealth Advisors, LLC

Expertise

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy

Based on Eversource Wealth Advisors, LLC

Occupation focus

Founder/Business Owner Executive

Based on Eversource Wealth Advisors, LLC

Demographic focus

Values-based investing Christian Faith Based

Based on Eversource Wealth Advisors, LLC

Location

6101 Gazebo Park North, Suite 105

Jacksonville FL 32257

Advisors at this office

5

Advisors at this office

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Ronald H

Series 63, Series 65

Jacksonville, FL

Eversource Wealth Advisors, LLC

Ronald Hodge is a financial advisor at EverSource Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. In addition to his advisory role, Mr. Hodge is an independent insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment platforms and a national network of advisors.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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James V

Series 66

Jacksonville, FL

Eversource Wealth Advisors, LLC

James Vandenheuvel II is a financial advisor at EverSource Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. since 2015. EverSource Wealth Advisors serves a range of individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm operates a national network of advisors using multiple investment programs and offers both advisory and private market investment management solutions.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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Jim W

CFA®, Series 63, Series 65

Jacksonville, FL

Eversource Wealth Advisors, LLC

Jim Williams is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Eversource Wealth Advisors, LLC. His prior experience includes roles at Fortress Wealth Planning, Hightower Advisors, and Wells Fargo. Outside of his advisory work, he has operated a small rental property business since 2001. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and other RIAs, offering wealth management, financial planning, and investment advisory services. The firm delivers advice through a national network of investment advisors using multiple investment programs and operates a private markets platform alongside advisory and sub-advisory services.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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Emmett M

CFP®, Series 66

Jacksonville, FL

Eversource Wealth Advisors, LLC

Emmett Mankin IV is a CFP® and holds a Series 66 license, with 30 years of experience in the financial industry. He is currently an advisor at Eversource Wealth Advisors, LLC and has previously worked at firms including Future Financial Partners, Inc., Della Porta Financial Advisors, and Capital Investment Group, Inc. Since 1996, he has also been an individual insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves a mix of individual and institutional clients, providing wealth management, financial planning, investment advisory, consulting, and turnkey asset management services through a national network of investment advisor representatives and multiple investment programs.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
user avatar

Chandler M

Series 66

Jacksonville, FL

Eversource Wealth Advisors, LLC

Chandler Moeller is a financial advisor at EverSource Wealth Advisors, LLC, holding a Series 66 credential with two years of industry experience. Prior to joining EverSource, he worked at Equitable Advisors and held various roles outside the financial industry. He is also the managing member of Moe's Landscaping Co., an LLC unrelated to investment advisory services. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment platforms and manages private pooled investment funds alongside providing consulting and sub-advisory services.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
View complete list of advisors at this office
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