Brentwood, TN Office
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Jacksonville Wealth Management
Team
Firm-wide stats for Jacksonville Wealth Management
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.
Based on Jacksonville Wealth Management
Expertise
Based on Jacksonville Wealth Management
Location
Brentwood TN
Advisors at this office
1
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