Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Jacksonville Beach, FL
Every SEC-registered financial advisor at a firm office in Jacksonville Beach who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Jacksonville Beach; the most are at Intrepid Capital Management Inc. (3). 6 are also registered broker representatives.
CFP advisors in Jacksonville Beach, A to Z
Every advisor in Jacksonville Beach →- Joshua A. AliFortress Wealth Planning · Certified Financial Planner, Chartered Financial Analyst
- Matthew T. BerquistIntrepid Capital Management Inc. · Certified Financial Planner
- Mary F. CarterRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Derek A. DeloretoWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Marlene D. DominiWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Caitlin FrederickUllmann Wealth Partners · Certified Financial Planner, Chartered Financial Analyst
- John D. GosztylaIndependent Financial Partners · Certified Financial Planner
- Jeffrey S. HoadleyLPL Financial LLC · Certified Financial Planner
- McLain R. JohnsonUllmann Wealth Partners · Certified Financial Planner
- Timothy M. LanierLPL Financial LLC · Certified Financial Planner
- Joseph K. LossStrivus Wealth Partners LLC · Certified Financial Planner
- Amanda LundyIntrepid Capital Management Inc. · Certified Financial Planner
- Jacob W. LytleIntrepid Capital Management Inc. · Certified Financial Planner
- Dalton R. McIlrathFortress Wealth Planning · Certified Financial Planner
- Kevin W. SidesMooney Financial · Certified Financial Planner, Chartered Financial Analyst
- Adam D. Van WieStrivus Wealth Partners LLC · Certified Financial Planner
- Steven H. Van WieStrivus Wealth Partners LLC · Certified Financial Planner
Firms with the most CFP professionals in Jacksonville Beach
Intrepid Capital Management Inc. 3Strivus Wealth Partners LLC 3Fortress Wealth Planning 2LPL Financial LLC 2Ullmann Wealth Partners 2Wells Fargo Advisors Financial Network, LLC 2Independent Financial Partners 1Mooney Financial 1Raymond James Financial Services Advisors, Inc. 1
CFP advisors in other Florida cities
All of Florida →Tampa 351Boca Raton 179Orlando 175Palm Beach Gardens 163Sarasota 161Naples 155Jacksonville 137Miami 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 32
Questions
How many CFP financial advisors are in Jacksonville Beach, FL?
17 SEC-registered investment adviser representatives at firm offices in Jacksonville Beach, Florida list the CFP designation; Intrepid Capital Management Inc. employs the most of them (3).
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 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 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.