JACKSONVILLE WEALTH MANAGEMENT
JACKSONVILLE WEALTH MANAGEMENT, LLC Legal Name
Adviser information for JACKSONVILLE WEALTH MANAGEMENT last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,600 | $340.2M |
| Non-Discretionary | 0 | $0 |
| Total | 1,600 | $340.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 504 | $97.6M |
| HNW Individuals | 328 | $239.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 9 | $2.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 247.8M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| JAXWRAP | JACKSONVILLE WEALTH MANAGEMENT |
Identifiers
| SEC RIA File Number | 801-120427 |
|---|---|
| SEC ERA File Number | 801-120427 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309312 |
| Legal Entity Identifier | None |
Principal Office
8075 GATE PARKWAY WESTSUITE #101
JACKSONVILLE
FL
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 904-923-7526, Fax: N/A
Chief Compliance Officer
DANIEL MARTIN CIEZ
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
8075 GATE PARKWAY WEST
SUITE #101
JACKSONVILLE
FL
United States
Tel:
904-923-7526
Fax:
N/A
D**@************M
(Full email address available in API data)
Regulatory Contact
DIONNE FAJARDO
ATTORNEY
721 1ST AVE N
SAINT PETERSBURG
FL
United States
Tel:
727-898-7210
Fax:
N/A
D*******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CIEZ, DANIEL, MARTIN | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 09/2013 | > 75% |