Jacksonville Wealth Management Employee Directory

Q: What is Jacksonville Wealth Management known for?

Jacksonville Wealth Management was founded in 2013. Jacksonville Wealth Management operates in the Financial Services industry.

Financial ServicesFlorida, United States2-10 Employees

At Jacksonville Wealth Management (JaxWealth) we specialize in comprehensive investment management and retirement planning for families, retirees, and business owners.

JaxWealth clients benefit from our holistic approach, as we guide our clients through all aspects of financial planning: Plan, Invest, Retire, Endow.

Clients enjoy an exceptional client experience because each relationship is grounded by the guiding principles of our firm: Shared Values, Service Values, Investment Philosophy, Mission Statement, and the 75 things we do for every client who comes through our doors.

Thank you for giving JaxWealth the opportunity to help you Plan Today and Enjoy Tomorrow.

Find Jacksonville Wealth Management employees' phone numbers or email addresses

Jacksonville Wealth Management Global Highlights

North America
13

United States Of America
13

Jacksonville Wealth Management's Leadership

D. C.
President
Mobile Phone
Email
R. E.
Vice President, Financial Advisor
Mobile Phone
Email
C. C.
Operations & Client Services
Mobile Phone
Email
M. L.
Financial Paraplanner
Mobile Phone
Email
C. C.
Cfp®, Financial Advisor
Mobile Phone
Email
N. P.
Financial Advisor
Mobile Phone
Email
Z. P.
Investment Research And Trading Associate
Mobile Phone
Email
C. C. C.
Cfp®, Financial Advisor
Mobile Phone
Email

Jacksonville Wealth Management Employee Metrics

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2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Jacksonville Wealth Management

Name

Title

Contact Info

Location

Last Update

D. C.
President
Mobile Phone
Email
United StatesFlorida
Aug 08, 2025
R. E.
Vice President, Financial Advisor
Mobile Phone
Email
United StatesArkansas
Feb 18, 2026
C. C.
Operations & Client Services
Mobile Phone
Email
United StatesTennessee
Nov 17, 2025
M. L.
Financial Paraplanner
Mobile Phone
Email
United StatesFlorida
Oct 21, 2025
C. C.
Cfp®, Financial Advisor
Mobile Phone
Email
United StatesFlorida
Aug 05, 2024
N. P.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Nov 26, 2024
Z. P.
Investment Research And Trading Associate
Mobile Phone
Email
Oct 19, 2025
C. C. C.
Cfp®, Financial Advisor
Mobile Phone
Email
Oct 22, 2024
E. S.
Client Services Associate
Mobile Phone
Email
United StatesFlorida
Mar 25, 2025
S. S.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Jacksonville Wealth Management known for?

Jacksonville Wealth Management was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 8075 Gate Parkway West Suite 101 Jacksonville, Florida 32216 United States. Explore Jacksonville Wealth Management's company overview page for more information.

What is Jacksonville Wealth Management's most common email format?

Jacksonville Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Jacksonville Wealth Management email formats with LeadIQ.

How many employees does Jacksonville Wealth Management have currently?

Jacksonville Wealth Management has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Jacksonville Wealth Management's key employees and leadership?

As of February 2026, Jacksonville Wealth Management's key employees include:

President: D. C.
Vice President, Financial Advisor: R. E.
Operations & Client Services: C. C.
Financial Paraplanner: M. L.
Cfp®, Financial Advisor: C. C.

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