Jacksonville Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 309312
- SEC number
- 801-120427
- Firm type
- RIA
- Assets under management
- $533.5M as of Feb 24, 2026
- Website
- jaxwealth.com ↗
- Phone
- 904-923-7526
- Address
- 8075 Gate Parkway West, Jacksonville, FL, 32216
Advisors at this firm
5 in our index · page 1 of 1
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Daniel Martin CiezCRD 2319210 · Jacksonville, FLIA RegisteredBrokerDisclosure event(s) on record
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Christopher David CoxCRD 6270217 · Jacksonville, FLIA RegisteredBroker
-
Ciara M CiezCRD 8037290 · Nashville, TNIA RegisteredBroker
-
Richard Boyd EricksonCRD 2220590 · Brentwood, TNIA RegisteredBrokerDisclosure event(s) on record
-
Nicholas Joseph PinelliCRD 6800695 · Jacksonville, FLIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 309312 ↗
FINRA BrokerCheck record for firm CRD 309312 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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