Financial advisers in Jacksonville, Florida
37 profiles with reported offices in Jacksonville, Florida. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Marshall GunnPresidentGunn & Company Investment ManagementCRD 1210021- Elizabeth KnutsonInvestment adviser representativeFeltl AdvisorsCRD 1529853
- Alfred DellaportaPresidentAllegiance Financial AdvisorsCRD 1572372
- Erik BrooksInvestment adviser representativeAllegiance Financial AdvisorsCRD 1637561
- Erik DrewesInvestment adviser representativePartners Capital ServicesCRD 2187363
Susan HughesInvestment adviser representativeGunn & Company Investment ManagementCRD 2450665- Joseph MalteseInvestment adviser representativeAllegiance Financial AdvisorsCRD 2615850
- Jacques CuretonInvestment adviser representativeInteractive Financial AdvisorsCRD 2661867
Michelle BarronManager, Chief Compliance Officer & TrusteeRCW ManagementCRD 3070248- Christopher OsheaInvestment adviser representativeAllegiance Financial AdvisorsCRD 3098503
- Nick EdwardsPresident/Managing Member/Investment Advisor RepresentativeIMG Wealth ManagementCRD 4451511
- Tammara TotonChief Compliance OfficerAllegiance Financial AdvisorsCRD 4544032
Philip DetlefsInvestment adviser representativeIMG Wealth ManagementCRD 4572116- Joey BanghartInvestment adviser representativeCJC Wealth ManagementCRD 4743465
- Brenda BarrettInvestment adviser representativeAllegiance Financial AdvisorsCRD 4800525
- Anthony KurnellasPresident & Chief Compliance OfficerOmnitrust Wealth ManagementCRD 4875595
Brian HughesInvestment adviser representativeRCW ManagementCRD 5147759
Judson MalliniMemberMallini Complete Financial PlanningCRD 5164003- Nathan EdwardsChief Compliance Officer/Investment Advisor RepresentativeIMG Wealth ManagementCRD 5219718
John GiehrlInvestment adviser representativeFinancial Independence AdvisorsCRD 5239188
Morgan PhillipsPresident and COOVincimus CapitalCRD 5384141
Nick RiscignoInvestment adviser representativeIMG Wealth ManagementCRD 5405804
Shawn McCabeExecutive Vice President / Chief Compliance OfficerGunn & Company Investment ManagementCRD 5440059
Mario PayneOwner and Chief Compliance OfficerPlanning Solutions InternationalCRD 5445757
Chad BunnellInvestment adviser representativeIMG Wealth ManagementCRD 5557329- James MurphyPresident/Chief Compliance OfficerSt. Nicholas Private Asset ManagementCRD 6324351
- Nicholas AppeloInvestment adviser representativeCapco Asset ManagementCRD 6491778
Kenneth KreyVice President, Managing MemberFinancial Independence AdvisorsCRD 6540912
Michael SteeleInvestment adviser representativeIMG Wealth ManagementCRD 6634658
Isaac BrohinskyPresident, CCO, Managing MemberFinancial Independence AdvisorsCRD 6711336- Michael Della PortaInvestment adviser representativeAllegiance Financial AdvisorsCRD 6715855
- Tanner MerrittInvestment adviser representativeKeen CapitalCRD 7130811
Joel ChamberlainSecretary, Treasurer, Managing MemberFinancial Independence AdvisorsCRD 7223741- Donald DrummondInvestment adviser representativeFinancial Independence AdvisorsCRD 7508987
Nicholas CoutrosInvestment adviser representativeIMG Wealth ManagementCRD 7554012- Joe BakerInvestment adviser representativeFinancial Independence AdvisorsCRD 8172596
Austin FranksInvestment adviser representativeFinancial Independence AdvisorsCRD 8199585
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.