Jacksonville, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Salvus Wealth Management, LLC
Team
Firm-wide stats for Salvus Wealth Management, LLC
About
Salvus serves a mix of individual clients (including high net worth individuals), retirement plans, trusts, estates, corporations and other businesses. The firm offers discretionary and non-discretionary investment management, stand‑alone financial planning, retirement plan consulting (ERISA §3(21) services) and sub‑advisory arrangements.
Portfolios are tailored to each client’s objectives and risk profile and may combine growth, growth‑and‑income, income‑and‑growth and capital preservation strategies across individual equities, fixed income, mutual funds, ETFs, private investment funds and allocations to sub‑advisers or independent managers accessed through third‑party platforms. Salvus employs a mix of fundamental, technical, charting and cyclical analysis, provides ongoing monitoring, and can implement either portfolio discretion or seek client approval on a trade‑by‑trade basis.
Notable for a firm of its size, several of Salvus’ representatives are also affiliated with Certified Public Accounting firms and the brochure discloses that the firm may recommend accounting services or entities under common control, creating potential referral conflicts that are disclosed to clients. The firm also documents the use of external promoters/solicitors and a sub‑advisory arrangement with another registered adviser — these relationships are disclosed and, where applicable, require client consent.
Based on Salvus Wealth Management, LLC
Expertise
Based on Salvus Wealth Management, LLC
Location
6022 San Jose Blvd Suite 100 N
Jacksonville FL 32217
Advisors at this office
4
Advisors at this office
Peter F
Series 66
Jacksonville, FL
Salvus Wealth Management, LLC
Peter Freidel is a financial advisor at Salvus Wealth Management, LLC in Jacksonville, FL, with five years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors and the Bank of Colorado. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses, offering tailored investment management and financial planning services. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that align with clients’ objectives and risk profiles.
Robert O
CFP®, Series 66
Jacksonville, FL
Salvus Wealth Management, LLC
Robert O'Quinn is a Certified Financial Planner™ with 13 years of industry experience. He is currently affiliated with Salvus Wealth Management, LLC and ThePARTNERS Wealth Management. His prior experience includes roles at Arcus Capital Partners, Scharf Investments, Bank of America, and Merrill. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses, providing discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and sub-advisory services. The firm tailors portfolios to client objectives using a combination of investment strategies and analysis techniques, with options for portfolio discretion or client trade approval.
Sonja E
ChFC®, Series 63, Series 65
Jacksonville, FL
Salvus Wealth Management, LLC
Sonja Elia is a financial advisor at Salvus Wealth Management, LLC in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 15 years of industry experience and has been with Salvus Wealth Management since 2016, currently also affiliated with ThePARTNERS Wealth Management since 2026. Salvus Wealth Management serves a diverse client base including high net worth individuals, retirement plans, trusts, estates, corporations, and other businesses. The firm provides tailored investment management, financial planning, and retirement plan consulting services using a combination of fundamental, technical, charting, and cyclical analysis.
Jeffrey J
Series 66
Jacksonville, FL
Salvus Wealth Management, LLC
Jeffrey Jacobs is a financial advisor with Salvus Wealth Management, LLC in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Salvus since 2016 and also operates JJCPA, LLC. Jacobs serves as treasurer of Paradigm Flux Inc, a nonprofit professional dance company. Salvus Wealth Management serves individual clients including high net worth individuals, as well as retirement plans, trusts, estates, corporations, and other businesses. The firm offers tailored investment management and financial planning services using a combination of fundamental, technical, and cyclical analysis.
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