Jacksonville Wealth Management

Jacksonville Wealth Management, LLC is a registered investment advisor based in Jacksonville, FL, established in September 2013. The firm offers portfolio management services tailored to individual client goals, time horizons, and risk tolerance levels. Clients grant discretionary authority to JaxWealth for selecting securities and executing transactions. The firm operates as a fiduciary, prioritizing clients' interests and avoiding practices that could favor one client over another. JaxWealth provides ongoing advisory services through programs like SWM and Jaxwrap, offering a range of investment products including mutual funds, equities, ETFs, and fee-based variable annuities. For portfolio management services through LPL Financial, a minimum account value of $10,000 is required, with fees ranging from 0.60% to 2.00% annually. Financial planning services cover various aspects such as investment planning, retirement planning, and debt/credit planning. JaxWealth's investment strategies include Fundamental Analysis, Modern Portfolio Theory, and Technical Analysis, with a focus on long-term trading. The firm does not accept performance-based fees and provides services to individuals, high-net-worth individuals, and corporations without a specified account minimum. Clients receive quarterly reports and have the option to schedule annual reviews with the advisory team. JaxWealth does not vote proxies on behalf of clients and does not maintain custody of client assets. For any inquiries, clients can contact Daniel M. Ciez, Chief Compliance Officer, at (904) 923-7526.