Jacksonville Wealth Management

Jacksonville Wealth Management (CRD# 309312) is a financial advisory firm headquartered in Jacksonville, FL. They manage $340,152,972 in 1,600 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
8075 Gate Parkway West, Suite #101, Jacksonville, FL 32216
https://m.facebook.com/p/jacksonville-wealth-management-100055290527662/
By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $212,596
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, MN, NC, OH, TN, TX

Financial Advisors at Jacksonville Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Christopher Cox, financial advisor Jacksonville FL
Christopher D. Cox
CRD#: 6270217
8075 Gate Parkway West, Suite #101, Jacksonville, FL 32216

Christopher Cox (CRD# 6270217) is an Investment Advisor Representative working at Jacksonville Wealth Management in Jacksonville, FL and has over 8 years of experience in the finance industry.

2
Richard Erickson, financial advisor Brentwood TN
Richard B. Erickson
CRD#: 2220590
Brentwood, TN

Richard Erickson (CRD# 2220590) is an Investment Advisor Representative working at Jacksonville Wealth Management in Brentwood, TN and has over 32 years of experience in the finance industry.

3
Lester Hockenbery, financial advisor Jacksonville FL
Lester E. Hockenbery
CRD#: 857052
8075 Gate Parkway West, Suite #101, Jacksonville, FL 32216

Lester Hockenbery (CRD# 857052) is an Investment Advisor Representative working at Jacksonville Wealth Management in Jacksonville, FL and has over 34 years of experience in the finance industry.

4
Nicholas Pinelli, financial advisor Jacksonville FL
Nicholas J. Pinelli
CRD#: 6800695
8075 Gate Parkway West, Suite #101, Jacksonville, FL 32216

Nicholas Pinelli (CRD# 6800695) is an Investment Advisor Representative working at Jacksonville Wealth Management in Jacksonville, FL and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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