wiseradvisor

Dr.Jeff Camarda
Camarda Wealth Advisors, LLC

Tel: (800) 262-1083
4600 Touchton Rd., Bldg. 100 Suite 150, Jacksonville, FL 32246
4371 Park Avenue (US 17), Suite 201, Fleming Island, FL 32003
Ponte Vedra Beach, FL 32082

Real Wealth Leadership

Camarda Wealth Advisors, LLC | Financial Advisor in Ponte Vedra Beach ,FL


About Camarda Wealth Advisors, LLC

Camarda Wealth is nationally recognized and has been advising successful families and managing their portfolios for decades. Beyond CFA®-grade fiduciary fee-only portfolio management, Camarda offers highly credentialed expertise in tax, estate, asset protection, retirement income and other advanced planning. This rare combination of sophisticated knowledge can help families and business owners make and keep far more wealth than may be possible with less capable advisors.

Firm leader Jeff Camarda, PhD, CFA®, E.A., has been repeatedly named by Barron's as one of the best financial advisors in America. Barron's calls ranked advisors like Jeff Camarda's the best people in the business and truly great financial advisors and says that they are accepted in the industry as the top 1% who set the highest standards of their profession. He led the successful fight to compel the CFP® Board to require honest disclosure of hidden commissions and other consumer pitfalls, had his advice featured in the Wall Street Journal for years, and quoted as a financial expert in the national press for decades. Camarda Wealth is A+ rated by the Better Business Bureau. Besides Barron's, Jeff and the firm have been regularly top-ranked by notable industry groups such as the National Association of Board Certified Advisory Practices, Bloomberg's Wealth Manager, and others. Dr. Camarda's also an award-winning academic researcher, specializing in advisor education and professionalism, senior financial literacy, and value stock investing. His hobbies include boating, art and antiques. He is active in Boy Scouting at both the unit and regional board levels.


General Information

Firm Start Year:   1993
No.of Employees:   10-19
Name of Broker/Dealer:   no broker dealer no investment commissions we are fee only
Name of Custodial Firm:   TD, Schwab, DFA
States Licensed in:   Federal registration
Number of Years with Current Firm:   27
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Mutual Funds, Stocks, Bonds, Exchange Traded Funds (ETFs), Real Estate
I can meet clients in the following ways:   Via phone, At your office, At your home, At my office, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health
Financial Organization Memberships:   Paladin Registry, Academy of Financial Serivces


Firm Information

Firm's Number of Clients:   450
Firm's Number of Planning Clients:   450
Firm's Number of Managed Clients:   450
Assets Managed by Firm:   $250M
Assets Managed by Advisor:   $250M as CIO


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   500,000
Compensation Methods:   Based on Assets


Board Positions

Organization:  Boy Scouts of America  Jacksonville FL
Position :  Director
Duration :  2011-Currently holding

Organization:  Boy Scouts of America  Jacksonville FL
Position :  Director
Duration :  2011-Currently holding


Education

PhD  - Financial and Retirement Planning   American College of Financial Services - Philadelphia, PA
October 2013- April 2017

PhD  - Financial and Retirement Planning   American College of Financial Services - Philadelphia, PA
October 2013- April 2017




Disclaimer

http://www.camarda.com/p/disaster-recovery- business-continuity
http://www.camarda.com/p/privacy-policy
http://www.camarda.com/p/adv-important-disclosure

Dr.Jeff Camarda

Dr.Jeff Camarda

CFA, EA, MSFS, PhD Financial Planning

Dr. Jeff Camarda, one of the Best Financial Advisors in America according to Barrons, has a lifelong passion for wealth creation and conservation. His motivation to become one of the nation's most heavily credentialed wealth professionals comes from his desire to build, protect, and pass on his own family fortune. Entirely self-made, Jeff has amassed substantial personal wealth using his investment, planning, & tax reduction skills. He safeguards this family wealth using the risk control strategies he's developed over decades, and nurtures and protects it for future generations using advanced trust, tax, asset protection and estate planning methods. He is especially passionate about applying these techniques for the clients Camarda Wealth serves. Guiding from successful personal experience, that's real wealth leadership.

Besides the Barron's honors, Jeff's also been named one of WORTH Magazine's Top 250 advisors, and has been nationally recognized for decades. In addition to his PhD in financial and retirement planning, he's completed many financial education programs, including the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Funds Specialist (CFS®), and the Board Certified, Mutual Funds (BCM®) curriculum. He also holds a Master's degree in financial planning (MSFS®), and the E.A. tax expert credential, authorizing him to represent clients before IRS; only E.A.s. CPAs, and attorneys may do so. Jeff's written hundreds of articles and financial reports, whitepapers, and guides, and publishes original financial content in print and video on a regular basis.

Office Hours

wiseradvisor-balck-li-img Sun. 9:00 AM - 12:00 PM
wiseradvisor-balck-li-img Mon. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 3:00 PM

Communities Served

Atlantic Beach Florahome
Green Cove Springs Jacksonville
Jacksonville Beach Keystone Heights
Lawtey Middleburg
Neptune Beach Orange Park
Penney Farms Ponte Vedra Beach
Saint Augustine Saint Johns
Starke Nocatee; clients nationwide

News & Events

Camarda Wealth Advisory Group YouTube Channel
When: 09/21/2017
Details:Headquartered in Fleming Island near Orange Park, Ponte Vedra and Jacksonville, Camarda offers fiduciary wealth and financial planning & portfolio advice to clients across Florida and the Southeast. Since 1993, we have provided investment, retirement, tax estate planning, asset protection, real estate and business advice designed to help families get wealthier with less tax and risk. Call for more information and speak to an Advisor: 800-262-1083 Or fill out our contact form at: http://wealth.camarda.com/email-us/ ...more


Awards & Recognitions

Various
(many over years)

Barron's best advisor in US, WORTH Top 250 advisor in US, AFS best analytic paper for study of advisor misconduct, other awards


Various
(many over years)

Barron's best advisor in US, WORTH Top 250 advisor in US, AFS best analytic paper for study of advisor misconduct, other awards