Jacksonville Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$529,545,702
Clients
1,020
Advisors
5
across 3 offices
About
Jacksonville Wealth Management is an SEC‑registered advisory firm that provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities. The firm offers managed accounts and access to LPL Financial‑sponsored programs, including the Optimum Market Portfolios (OMP) and a grandfathered wrap program (Jaxwrap).
JaxWealth typically implements tailored investment plans and model allocations and often manages client accounts on a discretionary basis, using long‑term trading and periodic rebalancing. With roughly 1,020 clients and five advisors (more than 200 clients per advisor), the firm relies on standardized processes and custodial/technology services through LPL to support a high client‑to‑advisor workload.
The firm is noteworthy among peers for maintaining grandfathered wrap accounts and acting as a wrap‑fee program sponsor while also participating in LPL’s OMP platform, arrangements the brochure discloses alongside related conflicts of interest and trade execution practices. It also discloses that some supervised persons serve as registered representatives and insurance agents who receive outside compensation, and that the firm uses client testimonials in advertising.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning between $400 and $7,500.
0.60% - 2.00% (negotiated on a client-by-client basis)
Clients may pay commissions on securities transactions conducted through LPL Financial acting as broker-dealer; Additional compensation received for sales of commissionable products.
Hourly financial planning fees between $100 and $600 per hour.
Fee-only: Financial planning fixed fees ranging from $400 to $7,500; Hourly fees ranging from $100 to $600 per hour.
Main office
See office8075 Gate Parkway West, Suite #101
Jacksonville FL 32216
Advisors at this office
3
Offices (3)
Most active in
California · Florida · Georgia · Illinois · Minnesota · North Carolina · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Jacksonville Wealth Management · Jacksonville Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nicholas P
CFP®, Series 66
Jacksonville, FL
Jacksonville Wealth Management
Nicholas Pinelli is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently an investment adviser representative and operations manager at Jacksonville Wealth Management, a role he has held since 2021. His prior experience includes positions at LPL Financial LLC and Private Advisors Group LLC. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities. The firm provides ongoing portfolio management and financial planning, utilizing tailored investment plans, model allocations, and discretionary account management supported by custodial and technology services through LPL Financial.
Ciara C
Series 66
Nashville, TN
Jacksonville Wealth Management
Ciara Ciez is a financial advisor at Jacksonville Wealth Management with a Series 66 designation and one year of industry experience. She has held roles at LPL Financial, mindbodygreen, RVO Health, and Red Ventures. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm uses tailored investment plans and manages client accounts primarily on a discretionary basis, leveraging LPL Financial’s platforms and custodial services.
Daniel C
Series 63, Series 65
Jacksonville, FL
Jacksonville Wealth Management
Daniel Ciez is a financial advisor at Jacksonville Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial and Private Advisor Group, LLC prior to joining Jacksonville Wealth Management. Jacksonville Wealth Management is an SEC-registered advisory firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses tailored investment plans and model allocations, often managing accounts on a discretionary basis with a focus on long-term trading and periodic rebalancing.
Christopher C
CFP®, Series 66
Jacksonville, FL
Jacksonville Wealth Management
Christopher Cox is a CFP® certificant with 11 years of experience in financial advising. He is currently affiliated with Jacksonville Wealth Management, where he has worked since 2021, and previously served at Private Advisor Group. Cox also holds the Series 66 designation. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm employs tailored investment plans and model allocations, often managing accounts on a discretionary basis, and utilizes custodial and technology services through LPL Financial to support a high client-to-advisor ratio.
Richard E
Series 63, Series 65, Series 66
Brentwood, TN
Jacksonville Wealth Management
Richard Erickson is a financial advisor with Jacksonville Wealth Management in Brentwood, TN, holding Series 63, 65, and 66 credentials and 34 years of industry experience. His professional background includes roles at LPL Financial and Waddell & Reed, Inc., as well as a period working at Woodland Middle School. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm employs tailored investment plans and model allocations, often managing accounts on a discretionary basis, and utilizes custodial and technology services through LPL Financial to support its client base.
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