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Jacksonville Wealth Management Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Jacksonville Wealth Management (JaxWealth) operates in the financial services sector, offering comprehensive investment management and retirement planning tailored to families, retirees, and business owners. The firm emphasizes a holistic approach to financial planning, guiding clients through planning, investing, retiring, and endowment considerations, with an emphasis on a structured client experience built around stated values and a defined investment philosophy. Based in Jacksonville, Florida, the company positions itself as a local advisor focused on long-term relationships and personalized service. While its exact size is modest, the firm highlights a disciplined client experience and a defined set of service principles that underpin every client engagement.

Find Jacksonville Wealth Management employees' phone numbers or email addresses

Jacksonville Wealth Management Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Jacksonville Wealth Management's Leadership

  • Stylized image of a person
    D. C.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. E.
    Vice President, Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Operations & Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. P.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Z. P.
    Investment Research And Trading Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C. C.
    Cfp®, Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Client Services Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Financial Paraplanner/Client Services Associate
    Phone icon
    Mobile Phone

Jacksonville Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Jacksonville Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    President
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 28, 2026
  • Stylized image of a person
    R. E.
    Vice President, Financial Advisor
    Phone icon
    Mobile Phone
    United StatesArkansas
    Jun 29, 2026
  • Stylized image of a person
    C. C.
    Operations & Client Services
    Phone icon
    Mobile Phone
    United StatesArkansas
    Apr 15, 2026
  • Stylized image of a person
    N. P.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 26, 2026
  • Stylized image of a person
    Z. P.
    Investment Research And Trading Associate
    Phone icon
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    C. C. C.
    Cfp®, Financial Advisor
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    E. S.
    Client Services Associate
    Phone icon
    Mobile Phone
    United StatesFlorida
    Mar 18, 2026
  • Stylized image of a person
    M. L.
    Financial Paraplanner/Client Services Associate
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 25, 2026
  • Stylized image of a person
    S. S.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Jacksonville Wealth Management known for?

Minus sign iconPlus sign iconJacksonville 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?

Minus sign iconPlus sign iconJacksonville 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?

Minus sign iconPlus sign iconJacksonville Wealth Management has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • President: D. C.
  • Vice President, Financial Advisor: R. E.
  • Operations & Client Services: C. C.
  • Financial Advisor: N. P.
  • Investment Research And Trading Associate: Z. P.

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