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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Jacksonville Beach, FL

Every SEC-registered financial advisor at a firm office in Jacksonville Beach who lists the Chartered Financial Analyst designation, A to Z.

7 CFA charterholders work in Jacksonville Beach; the most are at Palm Valley Capital Management (2). 0 are also registered broker representatives.

CFA advisors in Jacksonville Beach, A to Z

Every advisor in Jacksonville Beach →
  • Joshua A. AliFortress Wealth Planning · Certified Financial Planner, Chartered Financial Analyst
  • Eric K. CinnamondPalm Valley Capital Management · Chartered Financial Analyst
  • Caitlin FrederickUllmann Wealth Partners · Certified Financial Planner, Chartered Financial Analyst
  • Will HagaUllmann Wealth Partners · Chartered Financial Analyst
  • Bradley B. RidingerLionsbridge Wealth Management LLC · Chartered Financial Analyst
  • Kevin W. SidesMooney Financial · Certified Financial Planner, Chartered Financial Analyst
  • Jayme C. WigginsPalm Valley Capital Management · Chartered Financial Analyst

Firms with the most CFA charterholders in Jacksonville Beach

Palm Valley Capital Management 2Ullmann Wealth Partners 2Fortress Wealth Planning 1Lionsbridge Wealth Management LLC 1Mooney Financial 1

CFA advisors in other Florida cities

All of Florida →

Miami 105Tampa 64Naples 43Palm Beach Gardens 37Sarasota 37St. Petersburg 23Boca Raton 22West Palm Beach 21Coral Gables 20Orlando 20Jacksonville 16Jupiter 16Winter Park 15Lake Mary 11Ponte Vedra Beach 10Clearwater 9Fort Lauderdale 8Delray Beach 7Palm Beach 7Vero Beach 7Bradenton 6Fort Myers 4Lakeland 4Miami Beach 4

Questions

How many CFA financial advisors are in Jacksonville Beach, FL?

7 SEC-registered investment adviser representatives at firm offices in Jacksonville Beach, Florida list the CFA designation; Palm Valley Capital Management employs the most of them (2).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Jacksonville Beach?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.