Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Jacksonville, FL
Every SEC-registered investment adviser representative at a firm office in Jacksonville, with the firms that employ the most of them.
The short answer
2,374 registered advisors work in Jacksonville; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (719). 137 list the CFP designation and 2,166 are also registered broker representatives.
Firms with the most advisors in Jacksonville
Advisors in Jacksonville, A to Z (first 300 of 2,374)
CFP advisors in Jacksonville →- Mona Abdel-MalekMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Baher AbdelmalekStrategic Advisers LLC
- Sandi M. AbernethyStrategic Advisers LLC
- James M. AbramsStrategic Advisers LLC
- Ana AbreuGryphon Wealth
- Aidan M. AdamanyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Demari P. AdamsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Keith AdamsStrategic Advisers LLC
- Olivia A. AdeAmeriprise Financial Services, LLC
- Irene AdelmanNesteggs, Inc.
- Benjamin R. AdkinsStrategic Advisers LLC
- Jesus E. AdkinsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ross M. AdrianMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David AghamalianMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Peter A. AielloMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Raven J. AikenStrategic Advisers LLC
- Todd R. AkinsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Baran AlaeehosseiniMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kristine Albano SantorelliJ.P. Morgan Securities LLC
- Kevin R. AlberdaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael AlbergoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Sam E. AlbertStrategic Advisers LLC · Certified Financial Planner
- Jessica AlbinoUBS Financial Services Inc.
- Lionel L. AlcidorJ.P. Morgan Securities LLC
- Ali AldifahiSofi Wealth LLC
- Bailey S. AldridgeStrategic Advisers LLC
- Adrian AleksandrowiczStrategic Advisers LLC
- Eric AlemanFlorida Financial Advisors, LLC
- Anna C. AlexanderStrategic Advisers LLC
- Cole M. AlexanderWaverly Advisors, LLC · Certified Financial Planner
- Melissa AlexanderPfs Investments Inc.
- Michael AlexandreSofi Wealth LLC
- Nelrae P. AliWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Rahim M. AliWells Fargo Advisors Financial Network, LLC
- Karen AlimiWells Fargo Advisors Financial Network, LLC
- Heather M. AllenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshua AllenStrategic Advisers LLC
- Kristin L. AllenRaymond James & Associates, Inc.
- Michelaine C. AlmodovarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- George I. Altmeyer Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Evan A. AlvaradoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert AmatangeloStrategic Advisers LLC
- Rinkit AminState Farm Investment Management Corp.
- Kathryn AmodeoStrategic Advisers LLC
- Olajide O. AmoranMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Aiden AndersonStrategic Advisers LLC
- Edwin C. AndersonState Farm Investment Management Corp.
- Matthew AndersonUBS Financial Services Inc.
- Michael A. AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tiffany AndersonStrategic Advisers LLC
- Melinda AndrewMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joe A. AndrewsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan H. AndrewsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeremiah P. AndryuskyStrategic Advisers LLC
- Wilson J. AnnichiaricoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Chase E. AppeJ.P. Morgan Securities LLC
- Lloyd W. ArchibaldJ.P. Morgan Securities LLC
- Fabrizio P. ArguetaStrategic Advisers LLC
- Ryder J. AringdaleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Zachary ArmourStrategic Advisers LLC
- Brian ArmstrongStrategic Advisers LLC
- Charles R. ArmstrongD2 Capital Management
- Michael W. ArmstrongEagle Strategies LLC
- Julian M. ArndtVital Capital LLC
- Willie E. Arrington IIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles M. ArroyoStrategic Advisers LLC
- Jordan ArthurJ.P. Morgan Securities LLC
- Rachel S. ArtisteMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Carlos F. Asencio ValentinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey AshbyStrategic Advisers LLC
- David AshwellStrategic Advisers LLC · Certified Financial Planner
- Vivienne AtherEagle Strategies LLC
- Cody AthertonWells Fargo Clearing Services, LLC
- James D. AtnipNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Dominick J. AurelioCitigroup Global Markets Inc.
- Aubrey A. AveretteStrategic Advisers LLC
- Dawn M. AvilesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas M. AzpiazuMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Juan C. BabichEdward Jones
- Christopher C. BachMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Emily K. BachStrategic Advisers LLC
- Zacharia BadawiWells Fargo Clearing Services, LLC
- Alexander T. BadoyanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Christopher A. BadyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jessica BaezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David BahenaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kyle BaidasCharles Schwab & Co., Inc.
- Jordan BaileyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshua A. BaileyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Melissa N. BaileyMorgan Stanley
- Kara C. BailysCitigroup Global Markets Inc.
- Brian W. BairdLPL Financial LLC
- David M. BakerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joe D. Baker IIFinancial Independence Advisors, LLC
- Onycha K. BakerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy L. BakerRaymond James & Associates, Inc.
- Edward M. BakhosFlorida Financial Advisors, LLC
- Jackson C. BakichFlorida Financial Advisors, LLC
- Bozena BakulaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Cheyenne M. BaldelliMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Zachary N. BallasStrategic Advisers LLC
- Anita BaltazarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tyler J. BankerFlorida Financial Advisors, LLC
- Stacy L. BannerStrategic Advisers LLC
- Paul L. BantaStrategic Advisers LLC
- Martin BaptisteStrategic Advisers LLC
- Bernard BaranLPL Financial LLC
- Alexander K. BarcenasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brendan D. BargeronStrategic Advisers LLC
- Jordan BarkerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew T. BarkerStrategic Advisers LLC
- Christian BarlowMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Karen Y. BarnettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Trenton T. BarnettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William E. Barnett Jr.Transamerica Financial Advisors, LLC
- Brenda A. BarrettAllegiance Financial Advisors, Inc.
- Matthew R. BarrettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Parker R. BarriballMorgan Stanley
- Samuel K. BarringtonLPL Financial LLC
- Michelle L. BarronRiver City Wealth Management · Certified Financial Planner
- Jany Barros TovarMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tasha N. BarrowsStrategic Advisers LLC
- Jonathan L. BarryMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacob D. BartelBirchcreek Wealth Management, LLC · Certified Financial Planner
- Jose C. BasconStrategic Advisers LLC
- Destiny A. BassMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kaitlin BassoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Phillip J. BatchelderLPL Enterprise, LLC
- Phyllis BatchelderLPL Enterprise, LLC
- Alexander I. BatehGryphon Wealth
- Allison BateyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John E. BatistaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert R. Battinelli IVStrategic Advisers LLC
- Carole BaumanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nathanial L. BaysStrategic Advisers LLC
- Franklin R. BeardUBS Financial Services Inc.
- Tiffany M. BeardWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Benjamin BeattyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Shelly V. BeaulieuMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lance W. BeckMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William B. BeckCommonwealth Financial Network
- John BeehnerLPL Financial LLC
- Melissa M. BehrmanStrategic Advisers LLC
- Derek J. BeirneCitigroup Global Markets Inc.
- Ramona S. BellCitigroup Global Markets Inc.
- Marwan A. BenchaabouneMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Diana BenderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Justin BenderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Latisha P. BennettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Taylor K. BennettStrategic Advisers LLC
- David A. BenoitRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew R. BergMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Henry B. BergStifel, Nicolaus & Company, Incorporated
- John BernadinSofi Wealth LLC
- Jeffrey E. BernardoAugustine Asset Management Inc. · Chartered Financial Analyst
- Caitlin BernattJ.P. Morgan Securities LLC
- Jeffrey S. Betros IIRaymond James Financial Services Advisors, Inc.
- Tristan J. BettStrategic Advisers LLC
- Christopher T. BeutelWells Fargo Clearing Services, LLC
- Jason BeutelUBS Financial Services Inc.
- Arjun BhandariMML Investors Services, LLC
- Liam BielikFlorida Financial Advisors, LLC
- Grant J. BigilinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Shawn J. BilliotMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Katherine BilodeauSofi Wealth LLC
- Grayson W. BingemannStrategic Advisers LLC
- Philip BinghamStrategic Advisers LLC
- Tyler BinkiewiczStrategic Advisers LLC
- Benjamin K. BisgardMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Matthew B. Bishop Sr.Bull & Bear Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Zachary G. BishopCitigroup Global Markets Inc.
- Arianna BittnerStrategic Advisers LLC
- James F. Blackwell Jr.Truist Advisory Services, Inc.
- Scott BlakneyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Suzette BlasiniStrategic Advisers LLC
- Lauren BlazejewskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Elbert L. BledsoeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Adam BlevinsStrategic Advisers LLC
- Rebecca M. BlissMorgan Stanley
- Teneshia L. BlueTransamerica Financial Advisors, LLC
- Frederick M. BlumAugustine Asset Management Inc.
- Clayton E. BobingerPNC Wealth Management LLC
- Louis F. Body VCetera Investment Advisers LLC
- Hans BoehmPfs Investments Inc.
- Andrew BoehmerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Danielle BoergerFlorida Financial Advisors, LLC
- Michael W. BohannonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ethan BohmEquitable Advisors, LLC
- Jerry BokotaStrategic Advisers LLC
- Gwendolyn BolandMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael J. BombaraStrategic Advisers LLC
- Christopher R. BondMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Diego J. BonillaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Paul W. BorahStrategic Advisers LLC
- Hannah M. BordonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Taylor E. BorgesStrategic Advisers LLC
- Julie R. BortnerPfs Investments Inc.
- Jose F. BosqueStrategic Advisers LLC
- Jamar M. BosticWealth Enhancement Advisory Services, LLC · Chartered Financial Analyst
- Scott E. BostickEquitable Advisors, LLC
- Joseph BottMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy C. BouslogJ.P. Morgan Securities LLC
- Annette M. BowaldState Farm Investment Management Corp.
- Brittany BowaldState Farm Investment Management Corp.
- Connor M. BowenMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Peter E. BowerRiverplace Capital Management Inc.
- Philip S. BowersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jack T. BowlingMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joshua BowlusStrategic Advisers LLC
- Jordan P. BoykinStrategic Advisers LLC
- Devin A. BoyleFlorida Financial Advisors, LLC
- Jeff Braley Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Anthony J. BranchWells Fargo Advisors Financial Network, LLC
- Amy BrandMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Amanda C. BrannonStrategic Advisers LLC
- Marcus BrannonRaymond James Financial Services Advisors, Inc.
- Lois A. BratkovichLPL Financial LLC · Certified Financial Planner
- Jay W. Braxton Jr.Cetera Investment Advisers LLC
- Elijah BrayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Charles BrazielWells Fargo Advisors Financial Network, LLC
- Stephen BremerStrategic Advisers LLC
- Stephanie C. BriceWells Fargo Clearing Services, LLC
- Bari BridgesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Sydney BridgesStrategic Advisers LLC
- Jeremy BrinkMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kathryn H. BrinkmanMorgan Stanley
- Michael BrittStrategic Advisers LLC
- Kenneth L. BronisStrategic Advisers LLC
- Shacoria BrookinsStrategic Advisers LLC
- Terry L. BrookmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Erik B. BrooksAllegiance Financial Advisors, Inc.
- Marcus T. BrooksMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Andre M. BrownEmpower Advisory Group, LLC
- Angela BrownStrategic Advisers LLC
- Deanna A. BrownContemporary Financial Planning · Certified Financial Planner
- Elizabeth BrownStrategic Advisers LLC
- Jeremy R. BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kyle R. BrownEmpower Advisory Group, LLC
- Patrick C. BrownStrategic Advisers LLC
- Paul W. BrownMorgan Stanley
- Richard S. BrownAdvisory Services Network
- Sheryl R. BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Zachary E. BrownFocus Partners Wealth, LLC
- Dorothy F. BrowningStrategic Advisers LLC
- Leo M. BruccianiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Samuel R. BruceFlorida Financial Advisors, LLC
- Paul BrunsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Phillip A. BrunsonJ.P. Morgan Securities LLC
- Robert T. BryanCitigroup Global Markets Inc.
- Tyler L. BryantMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Benjamin BuchananMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jared C. BuchananMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jessica L. BuchananMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Timothy BuchananLPL Financial LLC
- Dawn L. BuchholzMorgan Stanley
- Troy BuckinghamStrategic Advisers LLC
- Matthew J. BuckleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anh BuiJ.P. Morgan Securities LLC
- Casey BulginRaymond James & Associates, Inc.
- Chad A. BunnellImg Wealth Management, Inc.
- Joseph G. BuonoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin W. BurkleHcp Wealth Planning, LLC · Certified Financial Planner
- Daniel R. BurkleyStrategic Advisers LLC
- Katarzyna M. BurnatStrategic Advisers LLC
- Ernest P. Burnett IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Zachary P. BurnettMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Palmeira N. BurnsworthMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Leland V. Burrell Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Pemron J. BurrowsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- James A. BuschMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan E. BushStrategic Advisers LLC
- Anne BusheyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jack BussMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John R. Busta Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Juan BustosMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Darius T. ButlerStrategic Advisers LLC
- Kurt W. ButlerStrategic Advisers LLC
- Logan ButlerFlorida Financial Advisors, LLC
- Matthew ButlerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Miranda R. ButlerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael CaceresMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark F. CagnassolaAmeriprise Financial Services, LLC
- Sarah K. CahanEquitable Advisors, LLC
- Matthew S. CainMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael C. CairaCitigroup Global Markets Inc.
- Melissa A. CajicMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ethan J. CaldarelliAtlantic Edge Private Wealth Management
- Christine D. CaldwellWells Fargo Clearing Services, LLC
- John G. CaldwellWells Fargo Clearing Services, LLC
- Malcolm O. CallowayStrategic Advisers LLC
- Angel L. CamachoStrategic Advisers LLC · Certified Financial Planner
- Christopher D. CammarataMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Gray A. CampMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Richard N. CampCetera Investment Advisers LLC · Personal Financial Specialist
- Adam J. CampbellRaymond James & Associates, Inc.
- Ashton A. CampbellStrategic Advisers LLC
- Matthew J. CampbellEquitable Advisors, LLC
- Peter T. CampbellMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Trevor F. CanaliStrategic Advisers LLC
- Paul S. CancelStrategic Advisers LLC
Other cities in Florida
All of Florida →Miami 3,063Tampa 2,964Boca Raton 1,567Orlando 1,370Palm Beach Gardens 1,227St. Petersburg 1,045Naples 1,041Coral Gables 927Sarasota 895Fort Lauderdale 714West Palm Beach 461Winter Park 451Clearwater 414Fort Myers 394Ponte Vedra Beach 389Ft. Lauderdale 300Pensacola 283Aventura 265Melbourne 258Jupiter 256Bradenton 254Stuart 249Saint Petersburg 244Vero Beach 241
Questions
How many financial advisors are in Jacksonville, FL?
2,374 investment adviser representatives are registered at firm offices in Jacksonville, Florida, according to the SEC's Investment Adviser Public Disclosure records. 2,166 of them are also registered as broker representatives, and 137 list the CFP designation.
Which firm has the most financial advisors in Jacksonville?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 719 registered advisors in Jacksonville, followed by Strategic Advisers LLC with 628.
How do I check a financial advisor in Jacksonville?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.