Business List: Wealth Management in Jacksonville, FL

Note: Only sample data is shown below. To view full and uncensored business leads, please register here.

Name Address Website Phone Contact(s) Google Google Reviews Yelp Yelp Reviews FB FB Reviews FB Likes FB Checkins FB Followers YP YP Reviews Title Site Description Adwords FB Ads Twitter Ads LinkedIn Ads Bing Ads Robot Config SSL Wordpress Facebook Twitter LinkedIn YouTube Instagram Pinterest Tripadvisor Tripadvisor Rating Tripadvisor Reviews Bing Bing Reviews
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