A complete list of active advisors currently associated with Jacksonville Wealth Management

Warmer can help you find a great advisor at Jacksonville Wealth Management or one who fits your needs even better.

Jacksonville Wealth Management provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, and also serves some corporate or business entity accounts. The firm offers discretionary investment management, creates individualized investment plans and uses custodial and advisory programs delivered through LPL Financial. The firm’s investment process blends fundamental analysis, modern portfolio theory and technical analysis to construct long-term trading-oriented portfolios, and it uses model allocations and LPL-sponsored programs (including SWM and the Optimum Market Portfolios) to implement and rebalance client accounts. JaxWealth typically manages accounts on a discretionary basis and documents reviews and financial plans for clients as part of its advisory relationship. Jacksonville Wealth Management is notable for its relatively high client load—managing roughly 1,020 client relationships with a four-advisor team— and for maintaining a grandfathered wrap program (the Jaxwrap) that it sponsors while also offering LPL-sponsored wrap and model programs. The brochure discloses that several advisers are registered representatives and insurance agents who use LPL platforms and that the firm uses testimonials in its advertising and receives certain third‑party services from LPL, features that can affect how services are delivered compared with many peers.

To learn more about the advisors currently working at Jacksonville Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.