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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 - December 03, 2023

Jacksonville has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 134 non-vetted advisors in your local area. These financial advisors in Jacksonville, Florida have an average of 21 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
David H. Morgan
4651 Salisbury Road,
Suite 400,
Jacksonville, FL 32256
28 Years $0 $25,000 Fee-Based
Christopher R Hunter
824 A1a N,
Suite 200,
Ponte Vedra Beach, FL 32082
Not Disclosed $75,000,000 Not Specified Fee-Based
Joseph Celiberti
218 Silverleaf Village Dr,
St Augustine, FL 32092
15 Years $0 $100,000 Fee-Based

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Information on Qualified Financial Advisors in Jacksonville, Florida

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.

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,
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.

About Merrill Lynch, Pierce, Fenner & Smith Inc.

Merrill Lynch, Pierce, Fenner & Smith Inc.

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,
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.

About Stratos Wealth Partners

Stratos Wealth Partners

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

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

      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.