Jacksonville Wealth Management, LLC is an independent, SEC-registered fiduciary wealth management and retirement planning firm located on Gate Parkway West near the St. Johns Town Center in Jacksonville, Florida. Founded by President Daniel M. ("Dan") Ciez alongside Certified Financial Planner professionals Christopher Cox, CFP®, and Nick Pinelli, CFP®, the practice serves retirees, pre-retirees, and families across Duval County with customized retirement income architecture, portfolio management, and estate transition planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Jacksonville Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-120427; SEC-registered investment advisory firm headquartered on Gate Parkway West in Jacksonville, FL.
Issuer: SEC / FINRA / CFP Board
Notes: Led by Founder, President & CCO Daniel M. Ciez (CRD #2319210, in financial services since 1993), Vice President Rick Erickson, and Certified Financial Planners Christopher Cox, CFP® and Nick Pinelli, CFP®.
Factual details and direct answers about Jacksonville Wealth Management, LLC's services, licensing, and credentials.
What is Jacksonville Wealth Management's SEC registration number?
Jacksonville Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission as an Investment Adviser under CRD #309312 and SEC File #801-120427.
Does Jacksonville Wealth Management have Certified Financial Planner (CFP®) advisors on staff?
Yes, the firm's advisory team led by Founder and President Dan Ciez (CRD #2319210) includes Certified Financial Planner™ professionals Christopher Cox, CFP®, and Nick Pinelli, CFP®.
Where is Jacksonville Wealth Management located in Duval County?
The firm's office is located at 8075 Gate Parkway West, Suite 101, in Jacksonville, Florida 32216, in the Southside / Town Center corridor serving all of Duval County.
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