Financial advisers in Jacksonville Beach, Florida
11 profiles with reported offices in Jacksonville Beach, Florida. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Richard ZanghettiManaging MemberLionsBridge Wealth ManagementCRD 1568357
Eileen OrtegaPartnerFortress Wealth PlanningCRD 2388971
Carolyn HamChief Compliance Officer & Managing MemberLionsBridge Wealth ManagementCRD 2601189
Michael SkowfoePartnerFortress Wealth PlanningCRD 3115056
Bradley RidingerManaging MemberLionsBridge Wealth ManagementCRD 4351074
Joshua AliInvestment adviser representativeFortress Wealth PlanningCRD 6426503- Adam Van WieManaging Member and CCOStrivus Wealth PartnersCRD 6431360
Jay RolfePartner and CCOFortress Wealth PlanningCRD 6769861- Joseph LossOwner, Chief Planning OfficerStrivus Wealth PartnersCRD 6929150
- Oisin ThompsonInvestment adviser representativeFortress Wealth PlanningCRD 7066202
- Dalton McIlrathInvestment adviser representativeFortress Wealth PlanningCRD 7863773
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.