Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Jacksonville, FL

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

24 ChFC holders work in Jacksonville; the most are at State Farm Investment Management Corp. (5). 22 are also registered broker representatives.

ChFC advisors in Jacksonville, A to Z

Every advisor in Jacksonville →
  • James D. AtnipNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Matthew B. Bishop Sr.Bull & Bear Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Priti ChoudharyEagle Strategies LLC · Chartered Financial Consultant
  • Michael A. CirinoCommonwealth Financial Network · Chartered Financial Consultant
  • Charlene D. ClaytonAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Michael J. DebellisEdward Jones · Chartered Financial Consultant
  • Kevin I. DriscollThe Driscoll Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Byron H. EstradaState Farm Investment Management Corp. · Chartered Financial Consultant
  • Lawrence C. GrabowskiNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Victoria J. HochIndependent Advisor Alliance, LLC · Chartered Financial Consultant
  • Rogers Joseph Jr.Park Avenue Securities LLC · Chartered Financial Consultant
  • Dwight C. LarkinPrincipal Securities, Inc. · Chartered Financial Consultant
  • Michael R. LawrenceLawrence Financial Services · Certified Financial Planner, Chartered Financial Consultant
  • Kimberlee A. LegoState Farm Investment Management Corp. · Chartered Financial Consultant
  • Stephanie F. LempesisState Farm Investment Management Corp. · Chartered Financial Consultant
  • James M. LoveState Farm Investment Management Corp. · Chartered Financial Consultant
  • Carolyn B. LymanEagle Strategies LLC · Chartered Financial Consultant
  • Michael J. NickasState Farm Investment Management Corp. · Chartered Financial Consultant
  • Christopher S. OsheaAllegiance Financial Advisors, Inc. · Chartered Financial Consultant
  • Gary B. RomeIndependent Financial Partners · Chartered Financial Consultant
  • Jessica M. SalazarNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Bruce T. SchillingCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Andrew J. SmithCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Robert A. ZeinerVirtue Capital Management, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Jacksonville

State Farm Investment Management Corp. 5Northwestern Mutual Investment Services, LLC 3Commonwealth Financial Network 2Eagle Strategies LLC 2Allegiance Financial Advisors, Inc. 1Ameriprise Financial Services, LLC 1Bull & Bear Capital Advisors, LLC 1Cambridge Investment Research Advisors, Inc. 1Edward Jones 1Independent Advisor Alliance, LLC 1Independent Financial Partners 1LPL Financial LLC 1Lawrence Financial Services 1Park Avenue Securities LLC 1Principal Securities, Inc. 1

ChFC advisors in other Florida cities

All of Florida →

Tampa 74Boca Raton 46Naples 39Orlando 31Palm Beach Gardens 28Sarasota 22Miami 21Bradenton 15Fort Myers 15Fort Lauderdale 14Ocala 14Pensacola 12St. Petersburg 12Bonita Springs 11Clearwater 11Plantation 11The Villages 10Winter Park 10Coral Gables 9Ft. Lauderdale 9Jupiter 9Coral Springs 8Gainesville 8Ponte Vedra Beach 8

Questions

How many ChFC financial advisors are in Jacksonville, FL?

24 SEC-registered investment adviser representatives at firm offices in Jacksonville, Florida list the ChFC designation; State Farm Investment Management Corp. employs the most of them (5).

What is a ChFC?

ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.

How do I check a ChFC 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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.