Overview
Assets Under Management: $435 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 455
Average Client Assets: $765,478
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 455
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.13
Average High-Net-Worth Client Assets: $765,478
Total Client Accounts: 1,841
Discretionary Accounts: 1,841
Regulatory Filings
CRD Number: 309312
Last Filing Date: 2025-02-19 00:00:00
Website: https://jaxwealth.com