Find Top Financial Advisors in Jacksonville, Florida

Jacksonville offers lots of opportunities to people who have made a home for themselves in this most populous city in Florida. Its white sandy beaches offer a host of options - sunset cruises, surfing, scuba diving, and more. If you enjoy fishing, there are also top-notch fishing spots within a 30 min drive from downtown.

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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Jacksonville, Florida.

Finding the Top Financial Advisor in Jacksonville, Florida

Last Updated - 24-May-2023

Jacksonville has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 132 non-vetted advisors in your local area. These financial advisors in Jacksonville , Florida have an average of 26 years of experience.

NOTE: The list of vetted financial advisors in Jacksonville , 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, Florida.

Qualified Financial Advisors in Jacksonville, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
H. Lee Little
3840 Belfort Road,
Suite 103,
Jacksonville, FL 32216
24 Years Not Specified $0 Fee-Based
David H. Morgan
4651 Salisbury Road,
Suite 400,
Jacksonville, FL 32256
28 Years $0 $25,000 Fee-Based

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Information on Qualified Financial Advisors in Jacksonville, Florida

Qualifications CRD# 2798163
Firm CRD# 6413
Series 7, 24, 31, 63

Compensation/Fee Fee-Based

Office Location 3840 Belfort Road,
Suite 103,
Phone Number 904-296-7526

Lee started his independent financial services firm in 1996, intent upon providing personal, process driven guidance that high-net-worth individuals, retirees, and business owners need to pursue their financial goals. As independent advisors,Lee says,we create objective, customized planning strategies to help manage, preserve, and transfer our client's wealth. We are committed to helping individuals and families pursue their goals through what is most important to them: their personal values. Lee's credentials encompass a bachelor's degree in Business Administration, an MBA, and the designation of CERTIFIED FINANCIAL PLANNER™ practitioner. He served as President of the North Florida Chapter of the Financial Planning Association and as an adjunct professor. His education, and over 2 decades of experience, have made him a multi-faceted professional capable of evaluating virtually all areas of a client's financial life, designing strategies to address the needs of each aspect, and weaving the strategies into an integrated plan so all pieces work together efficiently.

About Jax Wealth Advisors

Jax Wealth Advisors

Our Financial Advisors create objective, customized strategies to help manage, preserve, and transfer our client's wealth. We have developed a rigorous integrated process which incorporates three key pillars: Fundamental Risk Process, Proactive Investment Strategies, and Customized Financial Planning. Our structured system starts with your personal Risk Number® which we use to establish a Risk Managed portfolio that responds to the changing markets. This portfolio is then integrated into a Financial Plan that aims to increase the probability that you will never run out of money, especially in retirement. Our comprehensive financial planning will help organize your assets, insurance, liabilities, and estate documents to help you simplify, consolidate and integrate every aspect of your financial future, so you can devote your time to what's most important to you - your family and lifestyle. As CERTIFIED FINANCIAL PLANNER™ practitioners, we've long held ourselves to the fiduciary standard. We welcome the cornerstone of the new CFP Board's Code of Ethics, effective October 1, 2019, as "a CFP® professional's duty to act as a fiduciary, in the best interest of the client, at all times when providing financial advice to a client" to reflect the commitment to which all CFP® professionals are required, to comply to the high standards of competency and ethics. We are an independent, fee only financial services firm, that has an alliance with LPL Financial, the nation's largest Independent Broker/Dealer (as reported in Financial Planning magazine June 1996-2019, based on total revenues). Our practice is currently limited to 120 families.

Advisory Services Provided:

Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

Qualifications CRD# 1162104
Firm CRD# 146512
Series 65

Compensation/Fee Fee-Based

Office Location 4651 Salisbury Road,
Suite 400,
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

About R.E.A.P., Llc

R.E.A.P., Llc

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.

Customer Reviews

Top Financial Advisor Firms in Jacksonville, Florida (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
200 West Forsyth Street, Suite 1600, Jacksonville, FL 32202
9 585 $3,206,768,449
A percentage of AUM, Fixed fees, Performance Based
1301 Riverplace Blvd., Suite 900, Jacksonville, FL 32207
28 3813 $2,802,929,389
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ADVISED ASSETS)
4306 Pablo Oaks Court, Jacksonville, FL 32224
16 5 $1,588,997,187
A percentage of AUM, Performance Based
10407 Centurion Parkway North, Suite 126, Jacksonville, FL 32256
14 397 $378,549,145
A percentage of AUM, Hourly charges, Fixed fees
5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038
2 971 $328,164,314
A percentage of AUM
8075 Gate Parkway West, Suite #101, Jacksonville, FL 32216
9 1293 $308,782,528
A percentage of AUM, Hourly charges, Fixed fees
13500 Sutton Park Drive S, Suite 803, Jacksonville, FL 32224
3 44 $273,864,458
A percentage of AUM
5011 Gate Parkway, Building 100, Suite 300, Jacksonville, FL 32256
6 528 $266,780,824
A percentage of AUM, Hourly charges, Fixed fees
13901 Sutton Park Drive South, Suite 130, Jacksonville, FL 32224
8 622 $248,095,055
A percentage of AUM
1301 Riverplace Blvd, Suite 2130, Jacksonville, FL 32207-9032
7 284 $200,986,846
A percentage of AUM
4788 Hodges Blvd, Ste # 201, Jacksonville, FL 32224
5 503 $166,500,000
A percentage of AUM, Hourly charges
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL 32216
7 924 $136,063,934
A percentage of AUM, Hourly charges, Fixed fees
3112 St. Johns Bluff Road South, Jacksonville, FL 32246-3712
7 386 $135,272,522
A percentage of AUM, Hourly charges, Fixed fees
12724 Gran Bay Pky., #453, Jacksonville, FL 32258
1 289 $124,850,196
A percentage of AUM, Hourly charges, Fixed fees
7077 Benneval Road, Suite 310, Jacksonville, FL 32216
2 0 $0
A percentage of AUM, Fixed fees

    List of Additional Advisors in Jacksonville, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    6817 Southpoint Pkwy, Ste 1001, Jacksonville, FL  32216 904-475-2980
    One Independent Drive, Suite 2901, Jacksonville, FL  32202 904-380-4015
    904 Margaret Street, Suite 202, Jacksonville, FL  32204 904-683-6211
    4601 Touchton Rd E, Ste 3120, Jacksonville, FL  32246 904-380-2380
    50 N. Laura St, Ste 2000, Jacksonville, FL  32202 904-632-0286
    50 N. Laura St, Ste 2000, Jacksonville, FL  32202 904-632-0251
    50 N. Laura St, Ste 2000, Jacksonville, FL  32202 904-632-0288
    50 N. Laura St, Ste 2000, Jacksonville, FL  32202 904-632-0211
    10161 Centurion Pkwy N, Ste 105, Jacksonville, FL  32256 904-801-1670
    50 N. Laura St, Ste 2000, Jacksonville, FL  32202 904-632-0222

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?