River City Wealth Management, LLC is an independent, SEC-registered fiduciary financial planning and investment management firm located on Fortune Parkway in the Mandarin / Southside area of Jacksonville, Florida. Led by Founder and Chief Compliance Officer Michelle Lynn Barron, CFP®, and Advisor Brian M. Hughes, CFA, CFP®, the practice serves retirees, pre-retirees, and families across southern Duval County with holistic retirement income planning, CFA®-managed investment portfolios, and tax-smart distribution strategies.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); River City Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-121329; independent fiduciary Registered Investment Adviser headquartered in Jacksonville, FL.
Issuer: CFP Board / CFA Institute
Notes: Led by Founder & CCO Michelle Lynn Barron, CFP® (CRD #3070248) and Financial Advisor Brian M. Hughes, CFA, CFP® (CRD #5147759).
Factual details and direct answers about River City Wealth Management, LLC's services, licensing, and credentials.
What is the SEC registration of River City Wealth Management in Jacksonville?
River City Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission as an independent Investment Adviser under CRD #314312 and SEC File #801-121329.
What professional credentials do the advisors at River City Wealth Management hold?
Founder Michelle Lynn Barron (CRD #3070248) holds the Certified Financial Planner (CFP®) designation, and Advisor Brian M. Hughes (CRD #5147759) holds both the Chartered Financial Analyst (CFA) and CFP® designations.
Where is River City Wealth Management located in Duval County?
The firm's office is located at 10175 Fortune Parkway, Unit 603, in Jacksonville, Florida 32256, convenient to Mandarin, Bartram Park, Baymeadows, and Southside Jacksonville.
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