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Portfolio Size of 100K and
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Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Jacksonville Beach
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
15
non-vetted advisors in your local area. These financial advisors in
Jacksonville Beach,
Florida
have an average of
21
years of experience.
NOTE: The list of vetted financial
advisors in
Jacksonville Beach,
Florida
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Jacksonville Beach, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
David H. Morgan
CEP®, CFF, MSFS, CEA, RMA R.E.A.P., LLC 4651 Salisbury Road, Suite 400, Jacksonville, FL 32256 |
28 Years | $0 | $25,000 | Fee-Based |
|
Christopher R Hunter
CFP® MERRILL LYNCH, PIERCE, FENNER & SMITH INC. 824 A1a N, Suite 200, Ponte Vedra Beach, FL 32082 |
Not Disclosed | $75,000,000 | Not Specified | Fee-Based |
| 15 Years | $0 | $100,000 | Fee-Based |
Qualifications
CRD# 1162104
Firm CRD# 146512
Series 65
Compensation/Fee Fee-Based
Office Location
4651 Salisbury Road,
Suite 400,
Jacksonville,
FL
32256
Phone Number
386-793-8981
David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning. Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife. Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs. https://reap.seminarsoncall.com
The REAP Companies (Retirement & Estate Advisors & Professionals, LLC) We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges. REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide: Asset Protection and Preservation Estate Tax Limitation or Reduction Wealth and Estate Transfer Planning Individual and Family Trust Planning Planning for Disability or Incompetence Capital Gains Tax Reduction Reduction of Taxes on Social Security Benefits Income Tax Reduction and Increasing Spendable Income Seminars Specializing in Estate, Income, Financial & Tax Advisory Issues Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.
Qualifications
CRD# 5785162
Firm CRD# 7691
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
824 A1a N,
Suite 200,
Ponte Vedra Beach,
FL
32082
Phone Number
904-273-3813
Personal Client Attention & Thoughtful Wealth Management Services Chris was born and raised in Springfield, OH. Chris began his career in the financial services industry in 2010 as a life, disability and long-term care insurance and annuity specialist. In 2013, he joined the Jacksonville Merrill Lynch office. In 2019, Christopher joined the Thorndyke Mason Group in the Ponte Vedra Beach office, where he focuses on providing clients with a high-quality wealth planning experience and strives to make the complexities of financial life easy to understand. Chris attended Ohio University, where he attained a B.S. in Business and Biology, as well as his MBA in Finance. Locally, Chris is involved with the Jacksonville Chamber of Commerce and is an active member of the Estate Planning Council of Northeast Florida. In his limited free time, Chris enjoys playing golf and spending time with his family. He and his wife, Michelle, live in Jacksonville, FL with their daughters, Berkley, who is 6 and Kennedy, who is 4.
Founded in 1914 by Charles E. Merrill, Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies, serving the needs of both individual and institutional clients. Merrill Lynch can help you pursue the life you envision through a one-on-one relationship with a highly trained team-advocates who can leverage the investment insights of Merrill Lynch and the banking strength of Bank of America.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 5456961
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
218 Silverleaf Village Dr,
St Augustine,
FL
32092
Phone Number
904-806-5345
Joe received his Bachelors degree and MBA from Iona College. He is a former board member of the Juvenile Diabetes Research Foundation, a charitable organization dedicated to funding diabetes research. He also is a Board member for the Western Junior Colonials Youth Hockey League. In his spare time, he enjoys playing Golf, Softball, and Hockey. Joe currently resides in Ridgefield, CT with his high school sweetheart, Carolyn, and their three children, James, Colin, and Andrew.
We believe Stratos Wealth Partners offers our clients a clear advantage. By bringing the resources of a national firm to the local level, we enable our advisors to take full advantage of our organizational depth of knowledge, research, talent, and expertise to serve a broader spectrum of client needs. Through innovative thinking, insightful guidance and practical advice your advisor has access to vast resources in developing the custom strategies you seek and the unparalleled service you require.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
WARREN EQUITY PARTNERS MANAGER, L.P.
1030 2nd Street South, Suite #201, Jacksonville Beach, FL 32250 |
28 | 23 | $1,967,554,772 | A percentage of AUM, Performance Based
|
| 11 | 972 | $765,230,116 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 17 | 348 | $613,343,106 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 3 | 201 | $137,363,515 | A percentage of AUM
|
|
| 2 | 6 | $95,362,445 | A percentage of AUM
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 320 1st Street N., Suite 601, Jacksonville Beach, FL 32250 | 904-246-8011 | |
| 320 1st Street N., Suite 601, Jacksonville Beach, FL 32250 | 904-246-8011 | |
| 320 1st Street N., Suite 601, Jacksonville Beach, FL 32250 | 904-246-8011 | |
| 320 1st Street N., Suite 601, Jacksonville Beach, FL 32250 | 904-246-8011 | |
| 320 1st Street N., Suite 601, Jacksonville Beach, FL 32250 | 904-246-8011 | |
| 320 1st Street N., Suite 601, Jacksonville Beach, FL 32250 | 904-246-8011 | |
| 320 1st Street N., Suite 601, Jacksonville Beach, FL 32250 | 904-246-8011 | |
| 320 1st Street N., Suite 601, Jacksonville Beach, FL 32250 | 904-246-8011 | |
| 320 1st Street N., Suite 601, Jacksonville Beach, FL 32250 | 904-246-8011 | |
| 3086 3rd St S, Jacksonville Beach, FL 32250 | 904-372-0129 |
Our directory for the state of Florida features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and guiding retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.
Before hiring a financial advisor in Florida, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.
For a more streamlined approach to finding a trustworthy financial advisor in Florida, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements. Additionally, seek recommendations from trusted individuals, and conduct your own research for advisors registered with respected regulatory bodies such as FINRA and the SEC, as these organizations uphold industry standards and ethics.<
The cost of hiring a financial advisor in Florida varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
When working with a financial advisor, you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore what a financial advisor can do for you.
When choosing a financial advisor, consider your specific needs, conduct thorough background checks, check for relevant credentials, and research their fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Florida.
Financial advisors in Florida may offer a range of services, such as investment management, retirement planning, wealth management, estate planning, and more. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor listed on our directory.
