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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Jacksonville Beach, FL

Every SEC-registered investment adviser representative at a firm office in Jacksonville Beach, with the firms that employ the most of them.

101 registered advisors work in Jacksonville Beach; the most are at Strategic Advisers LLC (16). 0 list the CFP designation and 71 are also registered broker representatives.

Firms with the most advisors in Jacksonville Beach

FirmAdvisors in Jacksonville Beach
Strategic Advisers LLC16
Wells Fargo Advisors Financial Network, LLC news9
Ullmann Wealth Partners8
Fortress Wealth Planning6
Independent Financial Partners6
LPL Financial LLC news6
Raymond James Financial Services Advisors, Inc. news6
Intrepid Capital Management Inc.4
Rockefeller Capital Management news4
Eagle Strategies LLC3
Empower Advisory Group, LLC3
Lionsbridge Wealth Management LLC3
Rockefeller Financial LLC news3
Wells Fargo Clearing Services, LLC news3
Citigroup Global Markets Inc. news2
First Command Advisory Services2
J.P. Morgan Securities LLC news2
Money Concepts Capital Corp.2
Palm Valley Capital Management2
Strivus Wealth Partners LLC2
Ascend Wealth Advisors, LLC1
Cetera Investment Advisers LLC news1
Charles Schwab & Co., Inc. news1
Concurrent Investment Advisors, LLC news1
Equitable Advisors, LLC news1

Advisors in Jacksonville Beach, A to Z

Search all of Florida →

Other cities in Florida

All of Florida →

Miami 3,211Tampa 3,101Jacksonville 2,411Boca Raton 1,653Orlando 1,446Palm Beach Gardens 1,305St. Petersburg 1,108Naples 1,097Coral Gables 986Sarasota 963Fort Lauderdale 742Winter Park 487West Palm Beach 482Clearwater 440Fort Myers 424Ponte Vedra Beach 418Ft. Lauderdale 316Pensacola 298Aventura 280Melbourne 278Bradenton 271Saint Petersburg 269Vero Beach 263Jupiter 262

Questions

How many financial advisors are in Jacksonville Beach, FL?

101 investment adviser representatives are registered at firm offices in Jacksonville Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records. 71 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Jacksonville Beach?

Strategic Advisers LLC, with 16 registered advisors in Jacksonville Beach, followed by Wells Fargo Advisors Financial Network, LLC with 9.

How do I check a financial advisor in Jacksonville Beach?

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.