Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Jacksonville, FL
Every SEC-registered financial advisor at a firm office in Jacksonville who lists the Certified Financial Planner designation, A to Z.
137 CFP professionals work in Jacksonville; the most are at Strategic Advisers LLC (18). 86 are also registered broker representatives.
CFP advisors in Jacksonville, A to Z
Every advisor in Jacksonville →- Sam E. AlbertStrategic Advisers LLC · Certified Financial Planner
- Cole M. AlexanderWaverly Advisors, LLC · Certified Financial Planner
- Nelrae P. AliWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- David AshwellStrategic Advisers LLC · Certified Financial Planner
- Michelle L. BarronRiver City Wealth Management · Certified Financial Planner
- Jacob D. BartelBirchcreek Wealth Management, LLC · Certified Financial Planner
- Tiffany M. BeardWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- David A. BenoitRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Matthew B. Bishop Sr.Bull & Bear Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Lois A. BratkovichLPL Financial LLC · Certified Financial Planner
- Bari BridgesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Deanna A. BrownContemporary Financial Planning · Certified Financial Planner
- Kevin W. BurkleHcp Wealth Planning, LLC · Certified Financial Planner
- Angel L. CamachoStrategic Advisers LLC · Certified Financial Planner
- James W. Carr Jr.Wealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Rita M. CastroAmeriprise Financial Services, LLC · Certified Financial Planner
- Alexander M. ChandlerOn Investment Management Co. · Certified Financial Planner
- Walter C. Chown IILPL Financial LLC · Certified Financial Planner
- Ann M. CovingtonCovingtonalsina · Certified Financial Planner
- Christopher D. CoxJacksonville Wealth Management · Certified Financial Planner
- Rachael L. CrapsiMorgan Stanley · Certified Financial Planner
- Jesse A. CrewsWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Christopher F. DaunhauerTrustwell Financial Advisors, LLC · Certified Financial Planner
- Benjamin E. DavisWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- John C. DavisRaymond James & Associates, Inc. · Certified Financial Planner
- Jason M. DelayStrategic Advisers LLC · Certified Financial Planner
- Robert F. DevineMML Investors Services, LLC · Certified Financial Planner
- James A. Douglas IIDouglas Capital Management Inc. · Certified Financial Planner
- Jeffrey B. DriscollThe Driscoll Group, Inc. · Certified Financial Planner
- Kevin I. DriscollThe Driscoll Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Nathan A. EdwardsImg Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Nick A. EdwardsImg Wealth Management, Inc. · Certified Financial Planner
- Michael L. Ellis Jr.Madden Advisory Services, Inc. · Certified Financial Planner
- Morgan EverettWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Linda M. ForteAmeriprise Financial Services, LLC · Certified Financial Planner
- Elicia G. FultzAmeriprise Financial Services, LLC · Certified Financial Planner
- Heather J. GardnerBeam Wealth Advisors, Inc. · Certified Financial Planner
- Thomas W. Goodrich IVAmeriprise Financial Services, LLC · Certified Financial Planner
- Nelson W. GreeneHighline Private Wealth, LLC · Certified Financial Planner
- Miranda T. HarperStrategic Advisers LLC · Certified Financial Planner
- Jennifer A. HarrisThe Driscoll Group, Inc. · Certified Financial Planner
- William S. HartWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Susan L. HartmanRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Joshua D. HerstoneNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Neal R. HigginsStrategic Advisers LLC · Certified Financial Planner
- Luke C. HinkleNavy Federal Investment Services, LLC · Certified Financial Planner
- Joshua M. HoffmanStrategic Advisers LLC · Certified Financial Planner
- Adam M. HowardBeam Wealth Advisors, Inc. · Certified Financial Planner
- Daniel B. HowellCwa Asset Management Group · Certified Financial Planner
- Brian M. HughesRiver City Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Brian R. HutchingsStrategic Advisers LLC · Certified Financial Planner
- Robert W. JoelThepartners Wealth Management · Certified Financial Planner
- Michael T. JonesStrategic Advisers LLC · Certified Financial Planner
- Stevan M. JonesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Amanda B. JordanTruist Advisory Services, Inc. · Certified Financial Planner
- John L. KellyStrategic Advisers LLC · Certified Financial Planner
- Orlaith J. KingStrategic Advisers LLC · Certified Financial Planner
- Christopher A. KrogerSynovus Securities, Inc. · Certified Financial Planner
- John A. Langley Jr.Principal Securities, Inc. · Certified Financial Planner
- Michael R. LawrenceLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin P. LeenStrategic Advisers LLC · Certified Financial Planner
- Jonathan M. LeonardEdward Jones · Certified Financial Planner
- Hunter L. Little Jr.LPL Financial LLC · Certified Financial Planner
- Benjamin LoebEdward Jones · Certified Financial Planner
- John D. LogueTruist Advisory Services, Inc. · Certified Financial Planner
- Brett M. LozowskiLife Planning Partners, Inc. · Certified Financial Planner
- Kevin D. MaherRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Judson T. MalliniTogether Planning · Certified Financial Planner
- Joseph J. MalteseAllegiance Financial Advisors, Inc. · Certified Financial Planner
- Joshua S. MandelkornSanchez Wealth Management Group, LLC · Certified Financial Planner
- Emmett W. Mankin IVEversource Wealth Advisors, LLC · Certified Financial Planner
- Ryan C. MarshOsaic Wealth, Inc. · Certified Financial Planner
- Karen B. MayfieldTruist Advisory Services, Inc. · Certified Financial Planner
- Shawn J. McCabeGunn & Company Investment Management, Inc. · Certified Financial Planner, Personal Financial Specialist
- Carolyn S. McClanahanLife Planning Partners, Inc. · Certified Financial Planner
- David E. McDonoughEdward Jones · Certified Financial Planner
- Craig R. McPhersonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Tanner R. MerrittKeen Capital, Ltd. · Certified Financial Planner
- Bradley T. MillerTrustwell Financial Advisors, LLC · Certified Financial Planner
- Sarah MillerEquitable Advisors, LLC · Certified Financial Planner
- Paul K. MinogueMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- John C. MurphyDavis Capital Management · Certified Financial Planner
- Zac D. MurphyLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Analyst
- Mary Beth NeeleyWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Pamela G. NelsonEdward Jones · Certified Financial Planner
- Barbara C. NevilsSax Wealth Advisors, LLC · Certified Financial Planner
- Dawn S. NicolesSanchez Wealth Management Group, LLC · Certified Financial Planner
- Robert E. O'QuinnSalvus Wealth Management, LLC · Certified Financial Planner
- Caroline E. OgdenCharles Schwab & Co., Inc. · Certified Financial Planner
- Harry Pappas Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Richard D. Paul IIEdward Jones · Certified Financial Planner
- Mario J. PayneToams Financial · Certified Financial Planner
- Jeanne J. PetersonAmeriprise Financial Services, LLC · Certified Financial Planner
- Nicholas J. PinelliJacksonville Wealth Management · Certified Financial Planner
- Titus J. PittmanIndependent Advisor Alliance, LLC · Certified Financial Planner
- Carolyn PozziCetera Investment Advisers LLC · Certified Financial Planner
- David A. ReaCetera Investment Advisers LLC · Certified Financial Planner
- Barton C. ReederStrategic Advisers LLC · Certified Financial Planner
- Matthew H. RigginsMash Financial Planning · Certified Financial Planner
- Joshua W. RogersRaymond James & Associates, Inc. · Certified Financial Planner
- Jamie M. RowellRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Melanie RudolphWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kevin A. SalkeyStrategic Advisers LLC · Certified Financial Planner
- Brittany L. SalmanMadden Advisory Services, Inc. · Certified Financial Planner
- Christen L. SanchezSanchez Wealth Management Group, LLC · Certified Financial Planner
- Stephen G. Sanders IIILife Planning Partners, Inc. · Certified Financial Planner
- Allen L. Sasser Jr.Lincoln Investment · Certified Financial Planner
- Bruce T. SchillingCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Thomas C. Scott Jr.LPL Financial LLC · Certified Financial Planner
- Thomas Z. ScottStrategic Advisers LLC · Certified Financial Planner
- Jerald I. SeebolRaymond James & Associates, Inc. · Certified Financial Planner
- Adri SenecalWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Teresa A. SheaCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Christine L. ShippeyValic Financial Advisors, Inc. · Certified Financial Planner
- Michael J. SievertArkadios Wealth Advisors · Certified Financial Planner
- Robert M. SimonWaverly Advisors, LLC · Certified Financial Planner
- Jennifer L. SingletonStrategic Advisers LLC · Certified Financial Planner
- Jake D. SkelhornSpark Wealth Advisors · Certified Financial Planner
- Cameron R. SlackEquitable Advisors, LLC · Certified Financial Planner
- Andrew J. SmithCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Eric B. Smith Jr.J. W. Cole Advisors, Inc. · Certified Financial Planner
- Joseph L. SmithStillblue Financial Partners, LLC · Certified Financial Planner
- Biron H. SmytheCharles Schwab & Co., Inc. · Certified Financial Planner
- David J. StroheckerD2 Capital Management · Certified Financial Planner
- John D. TaborLPL Financial LLC · Certified Financial Planner
- Regina M. TarasRaymond James & Associates, Inc. · Certified Financial Planner
- Matthew A. TeschnerStrategic Advisers LLC · Certified Financial Planner
- Mary E. VertnerNewedge Advisors · Certified Financial Planner
- William F. WagnerEmpower Advisory Group, LLC · Certified Financial Planner
- Kaitlyn P. WeatherlyAtlantic Edge Private Wealth Management · Certified Financial Planner
- Andrew J. WhitakerOsaic Wealth, Inc. · Certified Financial Planner
- Ashley N. WillStrategic Advisers LLC · Certified Financial Planner
- James C. WilliamsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Dylan WilsonThe Baldwin Group Wealth Advisors, LLC · Certified Financial Planner
- Alek L. WyattGryphon Wealth · Certified Financial Planner
- Robert G. YarbroughAmeriprise Financial Services, LLC · Certified Financial Planner
- Josef H. YoungWells Fargo Clearing Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Jacksonville
Strategic Advisers LLC 18Raymond James Financial Services Advisors, Inc. 9Ameriprise Financial Services, LLC 7Wealth Enhancement Advisory Services, LLC 7LPL Financial LLC 6Edward Jones 5Raymond James & Associates, Inc. 4Life Planning Partners, Inc. 3Sanchez Wealth Management Group, LLC 3The Driscoll Group, Inc. 3Truist Advisory Services, Inc. 3Wells Fargo Advisors Financial Network, LLC 3Wells Fargo Clearing Services, LLC 3Beam Wealth Advisors, Inc. 2Cambridge Investment Research Advisors, Inc. 2
CFP advisors in other Florida cities
All of Florida →Tampa 351Boca Raton 179Orlando 175Palm Beach Gardens 163Sarasota 161Naples 155Miami 118Coral Gables 96St. Petersburg 88West Palm Beach 81Clearwater 79Winter Park 79Fort Lauderdale 63Fort Myers 52Melbourne 48Ponte Vedra Beach 45Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32Ft. Lauderdale 30
Questions
How many CFP financial advisors are in Jacksonville, FL?
137 SEC-registered investment adviser representatives at firm offices in Jacksonville, Florida list the CFP designation; Strategic Advisers LLC employs the most of them (18).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Jacksonville?
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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.