Merrill Lynch Financial Advisor Spencer F Merriam |
4800 E Deer Lake Dr Suite 1a, Jacksonville, FL 32246 |
|
90421xxxx3 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ullmann Wealth Partners |
1540 The Greens Way, Jacksonville Beach, FL 32250 |
|
90428xxxx0 |
cfr*******@u********************.com |
5 |
1 |
|
|
5 |
6 |
98 |
10 |
115 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Retirement Plan Advisors, LLC |
4720 Salisbury Rd #227, Jacksonville, FL 32256 |
|
90432xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stephanie Seebol Lesso - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx3 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RW Wealth |
818 A1A N UNIT 100, Ponte Vedra Beach, FL 32082 |
|
90428xxxx1 |
adm**@r*******.com |
5 |
2 |
|
|
|
|
|
|
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MAI Capital Management |
820 Florida A1A Suite E4, Ponte Vedra Beach, FL 32082 |
|
|
aar**@m**.capital |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Flow Financial |
1536 Silver St, Jacksonville, FL 32206 |
|
90465xxxx9 |
joh******@f************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Congruent Wealth |
7077 Bonneval Rd Suite 300, Jacksonville, FL 32216 |
|
90475xxxx7 |
041*************************************@w*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Towers Wealth Management Group - UBS Financial Services Inc. |
One E Independent Dr, Jacksonville, FL 32202 |
|
90430xxxx3 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Comprehensive Financial Consultants - UBS Financial Services Inc. |
One E Independent Dr, Jacksonville, FL 32202 |
|
90435xxxx5 |
ade********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Huntley and Gonzalez Wealth Management Group - Ameriprise Financial Services, LLC |
10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256 |
|
90480xxxx0 |
amy***********@a***.com |
|
|
|
|
|
|
211 |
7 |
219 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Bruce A Chappell |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Riversidewealthmanagement.com |
245 Riverside Ave 5th floor, Jacksonville, FL 32202 |
|
90434xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Shepard & Shepard Wealth Management Team of Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
35220xxxx5 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Patrick Brannam - Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90485xxxx0 |
pat************@r***********.com |
|
|
|
|
|
|
52 |
|
54 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Benjamin A. Oxnard IV |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Whitman Wealth Management |
466 Town Plaza Ave Ste 330, Nocatee, FL 32081 |
|
90443xxxx3 |
all****@w************.com |
5 |
3 |
|
|
|
|
54 |
|
55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
75 Strong Financial Group |
6817 Southpoint Pkwy Ste 804, Jacksonville, FL 32216 |
|
90474xxxx8 |
cle***@f*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edgewater Wealth Management of Raymond James |
814 A1A N Ste 100 Suite 100, Ponte Vedra Beach, FL 32082 |
|
90427xxxx9 |
aar************@r***********.com |
4.01 |
|
|
|
|
|
17458 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
AXA Advisors, LLC |
One Enterprise Center, 225 Water St #1235, Jacksonville, FL 32202 |
|
90435xxxx1 |
|
2.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Lawrence K Weber IV |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx9 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DHG Wealth Advisors |
245 Riverside Ave suite 410-a, Jacksonville, FL 32202 |
|
90429xxxx0 |
acr******@d****.com |
|
|
|
|
|
|
4367 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Otterson Allison Wealth Management Group of Raymond James |
245 Riverside Ave Ste 500, Jacksonville, FL 32202-4927 |
|
90434xxxx7 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ade & McKanna Wealth Management - Ameriprise Financial Services, LLC |
6817 Southpoint Pkwy Ste 1102, Jacksonville, FL 32216 |
|
90442xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dodds Wealth Advisors |
1400 Marsh Landing Pkwy #105, Jacksonville Beach, FL 32250 |
|
90483xxxx9 |
and*****@d******************.com |
|
|
|
|
|
|
742 |
11 |
784 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jennifer Holden, CFP, CDFA - UBS Financial Services Inc. |
One Independent Drive, E Independent Dr, Jacksonville, FL 32202 |
|
90430xxxx3 |
ade********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor David M Baker |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx8 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Franklin Beard, Sr. - UBS Financial Services Inc. |
One Independent Drive, E Independent Dr, Jacksonville, FL 32202 |
|
90430xxxx9 |
ade********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Friedl Group - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor William Sims |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx3 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Marc Sellers - Raymond James |
8825 Perimeter Park Blvd STE 604, Jacksonville, FL 32216 |
|
90462xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Michael Davis CPA PA |
2202 N Main St, Jacksonville, FL 32206 |
|
90423xxxx1 |
dat*****************@i****.de |
5 |
14 |
|
|
|
|
|
|
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jax Wealth Advisors |
3840 Belfort Rd suite 103, Jacksonville, FL 32216 |
|
90429xxxx6 |
inf*@j**********.com |
5 |
4 |
|
|
|
|
|
|
43 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Riverplace Capital Management |
1301 Riverplace Blvd # 2130, Jacksonville, FL 32207 |
|
90434xxxx0 |
aca****@r****************.com |
5 |
4 |
|
|
|
|
|
|
376 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sawgrass Wealth Management Group |
7077 Bonneval Rd #390, Jacksonville, FL 32216 |
|
90431xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Todd L Middleton, ChFC , CFP , CLU |
10375 Centurion Pkwy #300, Jacksonville, FL 32256 |
|
90499xxxx7 |
joh******@t************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Miller wealth management |
1011 3rd St N, Jacksonville Beach, FL 32250 |
|
90432xxxx5 |
rya*@m****************.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Watchers Inc |
5310 Lenox Ave #4, Jacksonville, FL 32205 |
|
90426xxxx6 |
inf*@w***************.com |
3.8 |
17 |
|
|
4.9 |
41 |
2637 |
166 |
3000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Towers Wealth Management Group - UBS Financial Services Inc. |
1 Independent Dr, Jacksonville, FL 32202 |
|
90430xxxx5 |
abc*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Team N&L Wealth Builders |
11512 Lake Mead Ave UNIT 101, Jacksonville, FL 32256 |
|
88856xxxx0 |
inf*@r*****************.com |
4.9 |
85 |
|
|
4 |
9 |
203 |
|
213 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chartwell Capital Management |
1 Independent Dr Suite 3120, Jacksonville, FL 32202 |
|
90435xxxx9 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Together Planning Jacksonville |
4651 Salisbury Rd Suite 130-A, Jacksonville, FL 32256 |
|
35222xxxx0 |
gbe*******@t***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor John M Worsowicz |
4800 E Deer Lake Dr Suite 1a, Jacksonville, FL 32246 |
|
90456xxxx0 |
ban********************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sanchez Wealth Management |
5150 Belfort Rd UNIT 702, Jacksonville, FL 32256 |
|
90428xxxx1 |
chr**@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
GerrityandCo. |
5150 Belfort Rd UNIT 702, Jacksonville, FL 32256 |
|
90428xxxx6 |
joh*******@g***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC |
10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256 |
|
90480xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
211 |
7 |
219 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Financial Group First Coast |
3030 Hartley Rd #160, Jacksonville, FL 32257 |
|
90480xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stillwater Wealth Management- Chown Financial Solutions |
|
|
90469xxxx7 |
bba***@s*************************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ponte Vedra Wealth Management Group of Wells Fargo Advisors |
818 Florida A1A #200, Ponte Vedra Beach, FL 32082 |
|
90427xxxx4 |
|
5 |
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Taylor D Lloyd |
One Independent Dr Suite 2901, Jacksonville, FL 32202 |
|
90465xxxx1 |
ale**********@a************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Craig C Walker |
50 N Laura St Ste 3700, Jacksonville, FL 32202 |
|
90463xxxx9 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Jim Spilman |
4800 E Deer Lake Dr 1st Floor, Jacksonville, FL 32246 |
|
90421xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor William M Courtney |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Onycha Baker |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx4 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tactive |
7400 Baymeadows Way Suite 300, Jacksonville, FL 32256 |
|
87736xxxx1 |
con****@t************.com |
|
|
|
|
|
|
|
|
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Northwestern Mutual |
6960 Bonneval Rd # 100, Jacksonville, FL 32216 |
|
90428xxxx9 |
a.-***********@n*****************.com |
|
|
|
|
|
|
107335 |
16214 |
108000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ivan Gordon - Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90485xxxx0 |
iva********@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Aegis Consulting |
7077 Bonneval Rd Ste 450, Jacksonville, FL 32216 |
|
90465xxxx2 |
ale**********@a************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Contemporary Financial Planning |
4651 Salisbury Rd #130, Jacksonville, FL 32256 |
|
90421xxxx7 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Northern Trust |
1 Independent Dr Ste 3250, Jacksonville, FL 32202 |
|
90437xxxx0 |
bia*********@n************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Total Business Planning Inc. |
1354 N Laura St, Jacksonville, FL 32206 |
|
90461xxxx2 |
bil*****@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: David E McDonough, CFP® |
13171 Atlantic Blvd # 400, Jacksonville, FL 32225 |
|
90422xxxx1 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
204 |
|
203 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Ron Thomas Patrick |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Austin C Merriam |
4800 E Deer Lake Dr Suite 1a, Jacksonville, FL 32246 |
|
90421xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
InVestra Financial Services |
1431 Riverplace Blvd # 910, Jacksonville, FL 32207 |
|
83388xxxx8 |
ell********@i****************.com |
5 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 Oaks Wealth Management |
47 Tierra Cove, St Johns, FL 32259 |
|
81552xxxx2 |
joe@5**********.com |
|
|
|
|
|
|
627 |
61 |
629 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tinae's Wealth Management & Credit Consulting |
401 Century 21 Dr, Jacksonville, FL 32216 |
|
91233xxxx4 |
|
4.9 |
63 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wealth Enhancement Group |
10751 Deerwood Park Blvd UNIT 302, Jacksonville, FL 32256 |
|
90460xxxx0 |
aba****@w****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Analysts Inc |
7077 Bonneval Rd, Jacksonville, FL 32216 |
|
90473xxxx3 |
bgl****@c*******.com |
5 |
5 |
|
|
|
|
95 |
1 |
104 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Philip Hawkins - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90457xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Riverside Wealth Advisors, LLC |
10151 Deerwood Park Blvd Building 200, Suite 101, Jacksonville, FL 32256 |
|
88889xxxx1 |
bra****@r**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Residential Wealth Builders Realty & Property Management Inc. |
13475 Atlantic Blvd unit 8 suite m794, Jacksonville, FL 32225 |
|
90430xxxx1 |
don*******@m*************.com |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Dukesville Enterprise LLC |
7355 Wakefield Ave, Jacksonville, FL 32208 |
|
81328xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
369 Financial |
9428 Baymeadows Rd STE 502, Jacksonville, FL 32256 |
|
90494xxxx4 |
joh*@3***********.com |
5 |
21 |
|
|
|
|
281 |
|
312 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Glenn Holmes - Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90434xxxx3 |
aar************@r***********.com |
|
|
|
|
|
|
17474 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Petros Estate & Retirement Planning |
4655 Salisbury Rd #100, Jacksonville, FL 32256 |
|
90482xxxx6 |
all**@p*************.com |
|
|
|
|
5 |
50 |
3535 |
18 |
3500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D S Drelich & Associates |
7077 Bonneval Rd # 440, Jacksonville, FL 32216 |
|
90429xxxx0 |
ann*******@d********.com |
5 |
4 |
|
|
5 |
9 |
229 |
6 |
231 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Raymond James & Associates |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90485xxxx0 |
aar************@r***********.com |
4 |
4 |
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bucky Buchanan - UBS Financial Services Inc. |
One E Independent Dr, Jacksonville, FL 32202 |
|
90463xxxx3 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Nicholas K Courtney |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx3 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Hunter Chappell Walker |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx0 |
3d@l****.ml |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
4651 Salisbury Rd #315, Jacksonville, FL 32256 |
|
90427xxxx0 |
ame******************@a***.com |
|
|
|
|
|
|
132659 |
|
134000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thorsen Wealth Management |
|
|
90437xxxx3 |
je**@t************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John R Wilson - Financial Advisor, Ameriprise Financial Services, LLC |
4601 Touchton Rd Ste 3120, Jacksonville, FL 32246 |
|
90438xxxx1 |
dav*************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Morgan Stanley Financial Advisors |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx0 |
3d@a******.morganstanley |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
St Nicholas Private Asset Management |
6817 Southpoint Pkwy # 1204, Jacksonville, FL 32216 |
|
90447xxxx2 |
ceb****@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1 Independent Dr, Jacksonville, FL 32202 |
|
90435xxxx0 |
bar*********@w*****************.com |
3.4 |
5 |
|
|
|
|
188389 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chris Leeper - Raymond James |
9822 Tapestry Park Circle STE 202, Jacksonville, FL 32246 |
|
90464xxxx7 |
kar*******@r***********.com |
5 |
4 |
|
|
|
|
|
|
256 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
60 Cathedral Pl, St. Augustine, FL 32084 |
|
90480xxxx9 |
ban********************@m*.com |
4.8 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cohen Wealth Advisory |
301 W Bay St #1490, Jacksonville, FL 32202 |
|
90467xxxx7 |
7d6*************************************@w*****************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fidelity Investments |
4671 Touchton Rd, Jacksonville, FL 32246 |
|
80087xxxx9 |
blo***********@f*******.com |
4.2 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Harris Financial Coaching |
11111 San Jose Blvd Suite 56 1333, Jacksonville, FL 32223 |
|
90460xxxx7 |
aha****@h****************.com |
5 |
7 |
|
|
|
|
101 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
St. Johns Asset Management, LLC |
5233 San Jose Blvd STE 1, Jacksonville, FL 32207 |
|
90464xxxx3 |
adm**@s***********.com |
5 |
2 |
|
|
|
|
394 |
|
400 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor William M Layton |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx4 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Inman Company |
5011 Gate Parkway, 100 Building 100, Ste 100, Jacksonville, FL 32256 |
|
90453xxxx7 |
dan***@i******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Amy Woodson - WMC Financial Advisor |
4345 Southpoint Blvd, Jacksonville, FL 32216 |
|
90435xxxx5 |
a.-***********@n*****************.com |
|
|
|
|
|
|
90 |
|
109 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Investment Management Group & Pension Management |
8771 Perimeter Park Ct #103, Jacksonville, FL 32216 |
|
87773xxxx5 |
inf*@p********.net |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Northwestern Mutual Wealth Management Company: Anastasia Gray |
108 Sea Grove Main St suite c, St. Augustine, FL 32080 |
|
90448xxxx6 |
ade********@n*.com |
4.7 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Perfect Rhythm Wealth Management |
9822 Tapestry Park Circle STE 202, Jacksonville, FL 32246 |
|
90464xxxx7 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Centurion Wealth Advisors, LLC |
221 N Hogan St #343, Jacksonville, FL 32202 |
|
86696xxxx6 |
sjo*****@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Palmer Knight Co |
1022 Park St #402, Jacksonville, FL 32204 |
|
90435xxxx0 |
inf*@p***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gratium Wealth Planning - Ameriprise Financial Services, LLC |
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216 |
|
90442xxxx5 |
ale**************@a***.com |
|
|
|
|
|
|
69 |
|
220 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
HCP Wealth Planning |
|
|
90441xxxx4 |
kev********@h********.com |
5 |
32 |
|
|
|
|
149 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TrustWell Financial Advisors |
8825 Perimeter Park Blvd STE 304, Jacksonville, FL 32216 |
|
90499xxxx0 |
bra*****@t**********.com |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BDO |
1301 Riverplace Blvd #900, Jacksonville, FL 32202 |
|
90439xxxx5 |
age******@b**.com |
2.6 |
5 |
|
|
|
|
7866 |
|
8200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Krier Wealth Management |
3840 Belfort Rd STE 201, Jacksonville, FL 32216 |
|
90429xxxx8 |
|
4.3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Taras Wealth Management of Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90434xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Postillion Wealth Management, LLC |
492 Osceola Ave, Jacksonville Beach, FL 32250 |
|
83334xxxx6 |
bob@p************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kevin S McKanna - Financial Advisor, Ameriprise Financial Services, LLC |
6817 Southpoint Pkwy Ste 1102, Jacksonville, FL 32216 |
|
90442xxxx4 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Salvus Wealth Management |
6022 San Jose Blvd Suite 100N, Jacksonville, FL 32217 |
|
90467xxxx3 |
aro****@s***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Slight Edge Wealth Management LLC |
6898 A C Skinner Pkwy, Jacksonville, FL 32256 |
|
90448xxxx6 |
fil***@g******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joel Robinson Nichols, CFP, CFS - UBS Financial Services Inc. |
One Independent Drive, E Independent Dr, Jacksonville, FL 32202 |
|
90430xxxx1 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Gray A. Camp |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx5 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cornerstone Legacy Investment Advisors |
701 San Marco Blvd, Jacksonville, FL 32207 |
|
90431xxxx6 |
|
5 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Scott E Perry |
4800 E Deer Lake Dr 1st Floor, Jacksonville, FL 32246 |
|
90421xxxx4 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Michael P McCarthy, CFP®, CHFC ® |
4125 Race Track Rd Suite 107, St Johns, FL 32259 |
|
90449xxxx9 |
a.j*********@e**********.com |
5 |
4 |
|
|
|
|
317 |
3 |
334 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Private Bank |
1 Independent Dr, Jacksonville, FL 32202 |
|
90435xxxx8 |
aar**********@w*********.com |
|
|
|
|
|
|
154257 |
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Florida Baptist Financial Services |
8383 Baymeadows Way, Jacksonville, FL 32256 |
|
90434xxxx5 |
dav***@f*************.org |
5 |
1 |
|
|
|
|
413 |
|
448 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Otterson Allison Wealth Management Group of Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90434xxxx7 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor A Perry Chappell |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Great Bridge Capital Advisors |
12620 Beach Blvd, Jacksonville, FL 32246 |
|
90452xxxx1 |
inf*@g*************.com |
|
|
|
|
|
|
587786 |
|
757000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Legacy Trust Family Wealth Offices |
4200 Marsh Landing Blvd Suite 100, Jacksonville Beach, FL 32250 |
|
90428xxxx0 |
bil*******@l*****************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Joseph Trainor - Private Wealth Advisor, Ameriprise Financial Services, LLC |
4651 Salisbury Rd #275, Jacksonville, FL 32256 |
|
90455xxxx6 |
amy******@a***.com |
|
|
|
|
|
|
168 |
|
175 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Omnitrust Financial Group |
9428 Baymeadows Rd Suite 100, Jacksonville, FL 32256 |
|
90461xxxx1 |
inf*@o*****************.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RadiFi Credit Union - Park Street Branch |
562 Park St Suite 100, Jacksonville, FL 32204 |
|
90447xxxx0 |
aha**@r*******.org |
4.7 |
537 |
|
|
|
|
5279 |
432 |
5200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Farmand Farmand & Farmand PA |
4237 Atlantic Blvd, Jacksonville, FL 32207 |
|
90439xxxx8 |
afa*****@f*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Matthew Benjamin Friedl - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx4 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
EXCLUSIVE ADVISORS LLC |
10739 Deerwood Park Blvd #105, Jacksonville, FL 32256 |
|
90436xxxx5 |
asi*****@e****************.com |
|
|
|
|
|
|
|
|
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RFW Wealth Advisors |
4776 Hodges Blvd STE 203, Jacksonville, FL 32224 |
|
90451xxxx0 |
cre******@r****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Andreas Heinrich, CPCU®️ at Prudential Advisors |
701 San Marco Blvd Suite 7100, Jacksonville, FL 32207 |
|
90499xxxx0 |
a.s****@p*********.com |
4.6 |
19 |
|
|
|
|
1103 |
|
1000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Casey Bulgin - Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90485xxxx0 |
pec*******@r***********.com |
|
|
|
|
|
|
181 |
3 |
209 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Water Street Capital Inc |
4306 Pablo Oaks Ct, Jacksonville, FL 32224 |
|
90435xxxx9 |
cbr*******@w********.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Edge Advisory Center |
4803 W Deer Lake Dr, Jacksonville, FL 32246 |
|
88865xxxx7 |
abu**@b************.com |
3.3 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Braddock Rowe - Financial Advisor, Ameriprise Financial Services, LLC |
10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256 |
|
90480xxxx0 |
amy***********@a***.com |
|
|
|
|
|
|
211 |
7 |
219 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Davis Capital Management |
4788 Hodges Blvd STE 201, Jacksonville, FL 32224 |
|
90422xxxx0 |
bda***@d***************.com |
5 |
15 |
|
|
5 |
17 |
156 |
4 |
168 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wolf Retirement Navigation LLC |
4230 Pablo Professional Ct #101, Jacksonville, FL 32224 |
|
90423xxxx0 |
ada*@w*************.com |
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
UBS Financial Services Inc. |
1 Independent Dr Suite 1700, Jacksonville, FL 32202 |
|
90435xxxx0 |
ade********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sonny Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC |
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216 |
|
90442xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Point Taken Communications |
1616 N Market St, Jacksonville, FL 32206 |
|
90441xxxx6 |
bet****@k**********************.com |
4.9 |
16 |
|
|
|
|
263 |
6 |
271 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeanne Peterson - Financial Advisor, Ameriprise Financial Services, LLC |
6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216 |
|
90447xxxx0 |
eli**************@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Charles Schwab |
4853 Town Center Pkwy, Jacksonville, FL 32246 |
|
90499xxxx0 |
app*******************@s*****.com |
3.2 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Pam Gerrish Nelson, CFP® |
5393 Roosevelt Blvd #5, Jacksonville, FL 32210 |
|
90438xxxx3 |
a.j*********@e**********.com |
5 |
1 |
|
|
|
|
145 |
|
156 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
KMS Financial Group |
12574 Flagler Center Blvd Suite 101, Jacksonville, FL 32258 |
|
90465xxxx1 |
adm**@k****************.com |
5 |
86 |
|
|
5 |
7 |
235 |
2 |
241 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Douglas Capital Management Inc |
13500 Sutton Park Dr S STE 803, Jacksonville, FL 32224 |
|
90428xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Financial Solution Advisors |
4350 Pablo Professional Ct, Jacksonville, FL 32224 |
|
90429xxxx4 |
d_j@f************************.com |
4.8 |
73 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
River Capital Advisors, L.C. |
5011 Gate Pkwy Bldg. 100, Ste. 300, Jacksonville, FL 32256 |
|
90439xxxx5 |
adm**@r********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
J. Biance Financial |
1301 Riverplace Blvd #2420, Jacksonville, FL 32207 |
|
90490xxxx2 |
car****@j******.com |
5 |
7 |
|
|
|
|
291 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Adam Campbell - Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90485xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC |
10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256 |
|
90480xxxx0 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Excalibur Financial Services |
10245 Centurion Pkwy N #108, Jacksonville, FL 32256 |
|
90461xxxx4 |
ama***@e**********.com |
5 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lionsbridge Wealth Management LLC |
1514 Roberts Dr, Jacksonville Beach, FL 32250 |
|
90456xxxx0 |
bra*@l***.net |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Van Wie Financial |
1538 The Greens Way #105, Jacksonville Beach, FL 32250 |
|
90468xxxx5 |
ada*@v**************.com |
5 |
2 |
|
|
5 |
11 |
212 |
20 |
220 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Agnes Scott |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx4 |
agn********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mary Vertner - Financial Advisor, Ameriprise Financial Services, LLC |
13400 Sutton Park Dr S STE 1104, Jacksonville, FL 32224 |
|
90499xxxx5 |
cha***************@a***.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Avondale Wealth Advisors LLC |
904 Margaret St Ste 202, Jacksonville, FL 32204 |
|
90468xxxx1 |
kri**********@l**.com |
|
|
|
|
|
|
118 |
|
120 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Avon Financial Services LLC |
1410 San Marco Blvd SUITE C, Jacksonville, FL 32207 |
|
90499xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Northwestern Mutual |
4345 Southpoint Blvd, Jacksonville, FL 32216 |
|
90435xxxx5 |
a.-***********@n*****************.com |
3.7 |
6 |
|
|
|
|
105808 |
16152 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
French Capital Management, LLC |
13080 Silver Oak Dr, Jacksonville, FL 32223 |
|
90447xxxx3 |
|
4.8 |
18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tinae's Wealth Management & Credit Consulting |
401 Century 21 Dr H67, Jacksonville, FL 32216 |
|
91233xxxx4 |
|
4.9 |
63 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Tony Conticelli |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Parker Barriball - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merit Financial Advisors, LLC |
8826 Goodby's Executive Dr Suite B, Jacksonville, FL 32217 |
|
90473xxxx3 |
add**@m*********************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tideland Financial |
10450 San Jose Blvd #1, Jacksonville, FL 32257 |
|
90467xxxx1 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Keri Michelle Shaw |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx3 |
al_********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paragon Wealth Strategies |
10245 Centurion Pkwy N #106, Jacksonville, FL 32256 |
|
90486xxxx3 |
cha**********************@w***********.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D2 Capital Management |
1301 Riverplace Blvd Ste 800, Jacksonville, FL 32207 |
|
90424xxxx1 |
cha******@d****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wells Fargo Advisors |
1601 N MAIN ST, JACKSONVILLE, FL 32206 |
|
90436xxxx6 |
aar**********@w*********.com |
|
|
|
|
|
|
155228 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fuller Financial Services |
1354 N Laura St, Jacksonville, FL 32206 |
|
90429xxxx5 |
bil*****@c******.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Churchill Management Group - Jacksonville |
10752 Deerwood Park Blvd Suite # 100, Jacksonville, FL 32256 |
|
84429xxxx1 |
ach*@c******************.com |
|
|
|
|
|
|
|
|
221 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Camarda Wealth Advisory Group |
4600 Touchton Rd bldg 100 suite 150, Jacksonville, FL 32246 |
|
90458xxxx0 |
ash***@c******.com |
5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Peter O'Brien - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx8 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Peak Alpha Wealth Management, S Corp |
4745 Sutton Park Ct, Jacksonville, FL 32224 |
|
90450xxxx0 |
use*@d*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
SPF Wealth Management Group - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chris Persandi - TD Wealth Relationship Manager |
9715 Gate Pkwy N, Jacksonville, FL 32246 |
|
90444xxxx6 |
abc***@t*.com |
|
|
|
|
|
|
843420 |
7253 |
849000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Camarda Wealth Advisory Group |
|
|
80026xxxx3 |
ash***@c******.com |
5 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Intellicapital Advisors LLC |
4210 Valley Ridge Blvd Suite 130, Ponte Vedra Beach, FL 32081 |
|
86663xxxx1 |
b*f*@i*************.com |
4.9 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Coast Financial Group |
7406 Fullerton St UNIT 102, Jacksonville, FL 32256 |
|
|
arl***@f***********************.com |
5 |
3 |
|
|
|
|
198 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Adam McDonough - Prudential Financial |
701 San Marco Blvd 19th Floor, Jacksonville, FL 32207 |
|
90431xxxx2 |
ada***********@p*********.com |
4.5 |
2 |
|
|
|
|
|
|
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Jaffe Group - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sanchez Wealth Management |
5150 Belfort Rd Unit 702 Ste 702, Jacksonville, FL 32256 |
|
90428xxxx1 |
ash***@s************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Riverside Wealth Partners |
501 Riverside Ave Suite 901, Jacksonville, FL 32202 |
|
90459xxxx0 |
tea*@r**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management Advisor Keri Michelle Shaw-Holmes |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx3 |
|
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Imagine Financial Security |
12574 Flagler Center Blvd Suite 101, Jacksonville, FL 32258 |
|
90432xxxx9 |
inf*@i***********************.com |
5 |
13 |
|
|
4.6 |
13 |
166 |
6 |
193 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RBC Capital Markets |
1650 Prudential Dr #101, Jacksonville, FL 32207 |
|
90439xxxx6 |
abc*******@r****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tusk Financial Planning |
|
|
90460xxxx0 |
ken****@t*****.com |
5 |
11 |
|
|
|
|
322 |
3 |
322 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Douglas William Tutwiler |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx4 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Neri, Pacciano Wealth Management Group - UBS Financial Services Inc. |
One Independent Drive 30th Floor, Jacksonville, FL 32202 |
|
90430xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jacksonville, FL Private Wealth Management - UBS Financial Services Inc. |
1 Independent Dr 30th Floor, Jacksonville, FL 32202 |
|
80087xxxx5 |
3d@l****.ubs |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Darren Lupari |
4800 E Deer Lake Dr Suite 1a, Jacksonville, FL 32246 |
|
90421xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Management |
4040 Woodcock Dr, Jacksonville, FL 32207 |
|
90440xxxx9 |
|
3 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Concierge Capital Management, LLC |
4776 Hodges Blvd STE 203, Jacksonville, FL 32224 |
|
90447xxxx2 |
ele**@c***********.com |
5 |
14 |
|
|
|
|
141 |
3 |
150 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Avondale Wealth Advisors Jacksonville |
904 Margaret St Suite 103, Jacksonville, FL 32204 |
|
90468xxxx1 |
cad*********@l***********.com |
5 |
1 |
|
|
5 |
16 |
117 |
|
119 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Keith E Johnson CPA PA |
1621 Emerson St, Jacksonville, FL 32207 |
|
90472xxxx7 |
kei**@j********.com |
4 |
14 |
|
|
|
|
25 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Montoya & Associates |
4233 Pablo Professional Ct #201, Jacksonville, FL 32224 |
|
90428xxxx8 |
ang***@m***************.com |
4.2 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D.A. Davidson |
121 W Forsyth St #820, Jacksonville, FL 32202 |
|
88887xxxx7 |
a.a@d*********.com |
|
|
|
|
|
|
910 |
|
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Palmer Knight - Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90485xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zach Williams - UBS Financial Services Inc. |
One Independent Drive, E Independent Dr, Jacksonville, FL 32202 |
|
90435xxxx5 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
NuVenture Financial Group |
13241 Bartram Park Blvd Bldg 900, Suite 913, Jacksonville, FL 32258 |
|
90425xxxx0 |
inf*@n**********************.com |
5 |
25 |
|
|
4.8 |
24 |
385 |
34 |
410 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Paul W Brown - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90466xxxx7 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ellisor Wealth Management - Ameriprise Financial Services, LLC |
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216 |
|
90442xxxx0 |
jam************@a***.com |
|
|
|
|
|
|
683 |
|
685 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Nathan B. Damron - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx7 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sean Suarez - Raymond James |
9822 Tapestry Park Circle STE 202, Jacksonville, FL 32246 |
|
90464xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Gold Tree Financial |
8596 Arlington Expy, Jacksonville, FL 32211 |
|
90472xxxx6 |
and*@g*****.com |
5 |
2 |
|
|
|
|
259 |
17 |
268 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Rivergrass Wealth Management |
180 Library Blvd Suite 102, Ponte Vedra Beach, FL 32082 |
|
90439xxxx5 |
inf*@r***********.com |
5 |
2 |
|
|
|
|
4574 |
2 |
4600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Avondale Wealth Advisors LLC |
904 Margaret St Ste 103, Jacksonville, FL 32204 |
|
90468xxxx1 |
kri**********@l**.com |
5 |
1 |
|
|
5 |
16 |
117 |
|
119 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Breakwater Wealth Management |
12058 San Jose Blvd STE 201, Jacksonville, FL 32223 |
|
90450xxxx2 |
bre*********@l**.com |
5 |
2 |
|
|
|
|
|
|
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Katharyn S. Woods, CFP - Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90485xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17475 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Beard Williams Group - UBS Financial Services Inc. |
One Independent Drive, E Independent Dr, Jacksonville, FL 32202 |
|
90435xxxx4 |
ade********@u**.com |
5.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
John Genovese - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx8 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stifel |
5011 Gate Pkwy Building 100 Suite 320, Jacksonville, FL 32256 |
|
90476xxxx7 |
abb****@s*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Delta Settlements |
135 W Bay St #500, Jacksonville, FL 32202 |
|
90459xxxx0 |
aco**@d***************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor William H Merriam |
4800 E Deer Lake Dr Suite 1a, Jacksonville, FL 32246 |
|
90421xxxx1 |
ale*********@m*.com |
5 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Spark Wealth Advisors, LLC |
|
|
90485xxxx8 |
inf*@s******************.com |
|
|
|
|
|
|
32 |
|
148 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Key Financial Group |
6271 Dupont Station Ct, Jacksonville, FL 32217 |
|
90444xxxx6 |
cwa****@k*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ubs: Buchanan Ivens |
1 Independent Dr # 3000, Jacksonville, FL 32202 |
|
90430xxxx5 |
ade********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Dimitri A. Kavalieros |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Kevin Driscoll CFP / The Driscoll Group Inc. |
8825 Perimeter Park Blvd Ste 604, Jacksonville, FL 32216 |
|
90462xxxx3 |
cin********@r***********.com |
5 |
1 |
|
|
|
|
|
|
70 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
C HOUSTON FINANCIAL SERVICES LLC |
9424 Baymeadows Rd Unit 250, Jacksonville, FL 32256 |
|
90498xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Stratton & Company |
9191 R G Skinner Pkwy UNIT 502, Jacksonville, FL 32256 |
|
90442xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Timothy V Monahan |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
St. Johns Investment Management Company, LLC |
7915 Baymeadows Way Unit 230, Jacksonville, FL 32256 |
|
90437xxxx3 |
dav**@s*********.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Prattos Jones Group - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
VyStar Investment Services |
76 S Laura St, Jacksonville, FL 32202 |
|
90477xxxx0 |
vis*********@v*******.org |
4.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jacksonville Wealth Management |
8075 Gate Pkwy W STE 101, Jacksonville, FL 32216 |
|
90492xxxx6 |
chr********@j********.com |
5 |
6 |
|
|
|
|
92 |
3 |
95 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Brandon M Flynn - Private Wealth Advisor, Ameriprise Financial Services, LLC |
6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216 |
|
90447xxxx0 |
bra**********@a***.com |
4.5 |
2 |
|
|
|
|
|
|
85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Arthurs Wealth Management LLC |
220 Ponte Vedra Park Dr # 200, Ponte Vedra Beach, FL 32082 |
|
90448xxxx0 |
use*@d*****.com |
5 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bradley Ernst |
245 Riverside Ave Suite 100, Jacksonville, FL 32202 |
|
90435xxxx5 |
bra**********@n*.com |
|
|
|
|
|
|
107334 |
16214 |
108000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Verso Wealth Strategists |
11555 Central Pkwy STE 903, Jacksonville, FL 32224 |
|
90424xxxx0 |
ama***@v**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
IMG Wealth Management, Inc. |
8771 Perimeter Park Ct Ste 102, Jacksonville, FL 32216 |
|
90454xxxx0 |
inf*@i******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Augustine Asset Management |
1551 Atlantic Blvd Ste 103, Jacksonville, FL 32207 |
|
90439xxxx4 |
dpe*****@a*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Bridgeview IC Group - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx0 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Eric Steen |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ameriprise Financial |
4190 Belfort Rd # 345, Jacksonville, FL 32216 |
|
90429xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Camp Davis - Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90485xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17474 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
TOAMS Financial |
1901 University Blvd W, Jacksonville, FL 32207 |
|
90473xxxx1 |
des**********@t*************.com |
4.9 |
13 |
|
|
|
|
352 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Thirdstone Properties |
2720 Park St Suite 227, Jacksonville, FL 32205 |
|
90487xxxx9 |
c18*****************************@s*****.wixpress |
4.4 |
141 |
|
|
|
|
188 |
2 |
413 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lincoln Financial Advisors Corp |
1 Independent Dr, Jacksonville, FL 32202 |
|
90435xxxx6 |
lin************@l**.com |
1 |
3 |
|
|
|
|
28312 |
|
33000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Capital Financial Strategies |
10199 Southside Blvd Building One, Suite 200, Jacksonville, FL 32256 |
|
90462xxxx5 |
cbr***@c***************.com |
|
|
|
|
4.7 |
8 |
98 |
|
102 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Griffis Wealth Management |
Riverplace Tower, 1301, Riverplace Blvd, Jacksonville, FL |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Price Investments |
3840 Belfort Rd STE 106, Jacksonville, FL 32216 |
|
90429xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Bryan Meyers - UBS Financial Services Inc. |
Independent Square, One Independent Dr, Jacksonville, FL 32202 |
|
90430xxxx7 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mitchelle Holland - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx3 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Ted Ade - Private Wealth Advisor, Ameriprise Financial Services, LLC |
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216 |
|
90442xxxx7 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Allegiance Financial Advisors |
3112 St Johns Bluff Rd S, Jacksonville, FL 32246 |
|
90464xxxx1 |
ade********@a*****************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mary Carter - Raymond James |
131 2nd Ave N STE 200, Jacksonville Beach, FL 32250 |
|
90424xxxx6 |
aar************@r***********.com |
5 |
4 |
|
|
|
|
17474 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
FORBES GILHAM GROUP OF WELLS FARGO ADVISORS |
One Independent Dr # 2400, Jacksonville, FL 32202 |
|
80034xxxx9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
River City Wealth Management |
10175 Fortune Pkwy UNIT 603, Jacksonville, FL 32256 |
|
90437xxxx8 |
b.h*****@r**************.com |
|
|
|
|
5 |
5 |
242 |
|
252 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Adam Klohr - Thrivent |
4887 Belfort Rd Suite 109, Jacksonville, FL 32256 |
|
90454xxxx5 |
adm**@d***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
First Coast Group - Thrivent Financial |
4887 Belfort Rd Suite 109, Jacksonville, FL 32256 |
|
90455xxxx1 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Mooney Financial |
320 1st St N STE 705, Jacksonville Beach, FL 32250 |
|
90435xxxx9 |
ben*******@n*.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Edward Jones - Financial Advisor: Jason York, AAMS™ |
14595 Philips Hwy Unit 103, Jacksonville, FL 32256 |
|
90464xxxx9 |
a.j*********@e**********.com |
5 |
20 |
|
|
|
|
87306 |
|
99000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Churchill Management Group |
50 N Laura St Suite 2500, Jacksonville, FL 32202 |
|
87793xxxx0 |
ach*@c******************.com |
|
|
|
|
|
|
|
|
223 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jeff Mall: Northwestern Mutual Wealth Management Company |
4345 Southpoint Blvd #400, Jacksonville, FL 32216 |
|
90435xxxx5 |
jef******@n*.com |
|
|
|
|
|
|
94 |
3 |
100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jerald I Seebol - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx2 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Northwestern Mutual Wealth Management Company: Lou Larmoyeux |
4345 Southpoint Blvd #400, Jacksonville, FL 32216 |
|
90459xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ShieldWolf Strongholds |
50 N Laura St Suite 2500, Jacksonville, FL 32202 |
|
90482xxxx2 |
adm**@s***************.com |
5 |
26 |
|
|
|
|
582 |
|
639 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
RSM US LLP |
1301 Riverplace Blvd Suite 1700, Jacksonville, FL 32207 |
|
90468xxxx0 |
a.j*****@r****.com |
5 |
3 |
|
|
|
|
15517 |
|
15000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Hubbard Financial Planners |
|
|
90439xxxx3 |
|
5 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Wealth Management |
4800 E Deer Lake Dr 1st Floor, Jacksonville, FL 32246 |
|
90456xxxx0 |
ale*********@m*.com |
4.2 |
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
De Maine Wealth Management |
2300 Marsh Point Rd STE 202, Neptune Beach, FL 32266 |
|
40443xxxx6 |
cor************@l**.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Timucuan Asset Management |
200 W Forsyth St #1600, Jacksonville, FL 32202 |
|
90435xxxx9 |
ag@t*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
BCI Wealth & Asset Management |
6817 Southpoint Pkwy STE 1301, Jacksonville, FL 32216 |
|
90433xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jon Hill - Financial Advisor, Ameriprise Financial Services, LLC |
6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216 |
|
90447xxxx0 |
eli**************@a***.com |
4 |
3 |
|
|
|
|
178 |
|
190 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Madden Advisory Services, Inc. |
5200 Belfort Rd #410, Jacksonville, FL 32256 |
|
90429xxxx7 |
a.b@m*************.com |
5 |
4 |
|
|
|
|
168 |
4 |
190 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Tara J Showalter - Financial Advisor, Ameriprise Financial Services, LLC |
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216 |
|
90440xxxx6 |
bob*********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Krier Wealth Management |
3840 Belfort Rd Ste 201, Jacksonville, FL |
|
90429xxxx8 |
adv****@f*****************.com |
|
|
|
|
5 |
11 |
168 |
|
287 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Wesley Frazier - Northwestern Mutual |
245 Riverside Ave Suite 100, Jacksonville, FL 32202 |
|
28179xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Denali Group |
221 N Hogan St #389, Jacksonville, FL 32202 |
|
90485xxxx0 |
ach*******@d********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Florida Financial Advisors |
1 Independent Dr #201, Jacksonville, FL 32202 |
|
90437xxxx5 |
a-e@f********.com |
5 |
19 |
|
|
|
|
375 |
27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Lyon Investment Services |
1450 Flagler Ave Unit 32, Jacksonville, FL 32207 |
|
90432xxxx9 |
lee@l*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PNC Private Bank |
5011 Gateway Pkwy N Bldg 200, Jacksonville, FL 32246 |
|
90456xxxx7 |
aar******@p**.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor James A Busch |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx3 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Jonathan Adamski |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90427xxxx4 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor E Lee Bledsoe |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
90463xxxx6 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Northwestern Mutual Wealth Management Company: Anastasia Gray, CFP® |
108 Sea Grove Main St suite c, St. Augustine, FL 32080 |
|
90448xxxx6 |
ade********@n*.com |
4.7 |
14 |
|
|
|
|
286 |
|
369 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Merrill Lynch Financial Advisor Tony Recco |
50 N Laura St Suite 3700, Jacksonville, FL 32202 |
|
31573xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Family Wealth Advisors |
1400 Prudential Dr Suite 4, Jacksonville, FL 32207 |
|
90437xxxx6 |
asm***@f********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
The Shad Financial Group - Morgan Stanley |
50 N Laura St Ste 2000, Jacksonville, FL 32202 |
|
90463xxxx1 |
acm***********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Northwestern Mutual |
6054 San Jose Blvd, Jacksonville, FL 32217 |
|
90439xxxx8 |
abb*****@n*****************.com |
|
|
|
|
|
|
107335 |
16212 |
108000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Delroy Parkinson - Raymond James |
245 Riverside Ave #500, Jacksonville, FL 32202 |
|
90485xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17474 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Life Planning Partners |
6550 St Augustine Rd #302, Jacksonville, FL 32217 |
|
90444xxxx8 |
blo******@l*******************.com |
4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|