Bdo Wealth Advisors, LLC

Bdo Wealth Advisors, LLC (CRD# 222525) is a financial advisory firm headquartered in Jacksonville, FL. They manage $893,674,672 in 1,745 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    894
    MILLION
  • Total Number of Accounts
    1,745
    ACCOUNTS
  • Average Account Value
    $512,134
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA

Financial Advisors at Bdo Wealth Advisors, LLC
Showing 1 - 10 of 17 top financial advisors.
1
David T. Albaneze
CRD#: 708697
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202

David Albaneze (CRD# 708697) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 39 years of experience in the finance industry.

2
Jeffery T. Albaneze
CRD#: 6674627
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202

Jeffery Albaneze (CRD# 6674627) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Jeffery Albaneze has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jared B. Banner
CRD#: 4595247
One International Place, Boston, MA 02110

Jared Banner (CRD# 4595247) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Boston, MA and has over 17 years of experience in the finance industry. Jared Banner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Mark D. Biegel
CRD#: 3070942
10211 Wincopin Circle, Suite 300, Columbia, MD 21044

Mark Biegel (CRD# 3070942) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Columbia, MD and has over 21 years of experience in the finance industry.

5
Matthew B. Cochran
CRD#: 5007977
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202

Matthew Cochran (CRD# 5007977) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 14 years of experience in the finance industry.

6
Jeremy T. Dunlop
CRD#: 5298142
515 E. Las Olas Boulevard, 5th Floor, Fort Lauderdale, FL 33301

Jeremy Dunlop (CRD# 5298142) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Fort Lauderdale, FL and has over 12 years of experience in the finance industry. Jeremy Dunlop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Matthew A. Gotlin
CRD#: 2498059
10211 Wincopin Circle, Suite 300, Columbia, MD 21044

Matthew Gotlin (CRD# 2498059) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Columbia, MD and has over 10 years of experience in the finance industry.

8
Sarah C. Hancock
CRD#: 6182394
330 N. Wabash Avenue, Suite 3200, Chicago, IL 60611

Sarah Hancock (CRD# 6182394) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

9
Peter P. Jenkins
CRD#: 2443917
10211 Wincopin Circle, Columbia, MD 21044

Peter Jenkins (CRD# 2443917) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Columbia, MD and has over 26 years of experience in the finance industry. Peter Jenkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Richard F. Kraner
CRD#: 2719261
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202

Richard Kraner (CRD# 2719261) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has over 24 years of experience in the finance industry.

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