Financial advisors in Jacksonville, FL

146 match · page 2 of 5

Christine Shippey
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Cox
Financial advisor at Jacksonville Wealth Management
Jacksonville Wealth Management · $533.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Daunhauer
Financial advisor at Trustwell Financial Advisors, LLC
Trustwell Financial Advisors, LLC · $260.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Kroger
Financial advisor at Synovus Securities, Inc.
Synovus Securities, Inc. · $8.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cody Emerson
Financial advisor at Peak Financial Planning
Peak Financial Planning · $93M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig McPherson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Crystal Brent
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Ashwell
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Benoit
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Eggleston
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David McDonough
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Rea
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Strohecker
Financial advisor at D2 Capital Management
D2 Capital Management · $24.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dawn Nicoles
Financial advisor at Modern Wealth Management, LLC
Modern Wealth Management, LLC · $10.9B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deanna Brown
Financial advisor at Contemporary Financial Planning
Contemporary Financial Planning · $48M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dorinda Hawk
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emmett Mankin
Financial advisor at Eversource Wealth Advisors, LLC
Eversource Wealth Advisors, LLC · $5.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Smith
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frank Hartsfield
Financial advisor at Td Private Client Wealth LLC
Td Private Client Wealth LLC · $8.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gene Maszy
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Glenn Weyand
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Harry Pappas
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heather Anthony
Financial advisor at Covingtonalsina
Covingtonalsina · $282.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Heather Gardner
Financial advisor at Beam Wealth Advisors, Inc.
Beam Wealth Advisors, Inc. · $1.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hunter Little
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Inga Timmerman
Financial advisor at Attainable Wealth
Attainable Wealth · $46.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Bartel
Financial advisor at Birchcreek Wealth Management, LLC
Birchcreek Wealth Management, LLC · $300.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Boughter
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Carr
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Douglas
Financial advisor at Douglas Capital Management Inc
Douglas Capital Management Inc · $295.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Jacksonville, FL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Jacksonville, FL.

How this list works

Before you hire an advisor in Jacksonville, FL