Aegis Consulting Group, Llc
At Aegis, we provide advanced financial advice and services throughout the country. We earn the trust of our clients through our rigorous pursuit to deliver decisively better planning, investment outcomes, risk management and tax mitigation strategies. Securities and advisory services offered through Commonwealth Financial Network®, / a Registered Investment Adviser. Aegis Consulting 7077 Bonneval Road, Suite 450, Jacksonville, FL 32216 904-650-2121. This communication is strictly intended for individuals residing in the states of AL, DC, DE, FL, GA, IL, MA, MD, MO, NC, NJ, NM, NY, SC, TN, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use:
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Verified contacts
29
available on Kipplo
LinkedIn employees
34
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
2
tools in use
Monthly traffic
122
organic / mo
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Decision-makers and verified team members
29 contacts with verified email or phone · masked until revealed.
- CF
Carolyn Ford
Practice Manager · Operations
EmailPhone - DF
Dan Flynn
Private Wealth Advisor · Finance & Accounting
EmailPhone - JN
James Neel
Private Wealth Advisor at Aegis Consulting Group, Llc · Finance & Accounting
EmailPhone - KD
Kevin Dearth
Practice Manager · Operations
EmailPhone - MO
Mark Osickey
Private Wealth Advisor · Finance & Accounting
EmailPhone - CD
Caitlin Duprey
Client Service Associate · Customer/Client Service
EmailPhone - MW
Michael W. Moon
Financial Planner · Finance & Accounting
EmailPhone - PS
Paul Solorzano
Financial Planner · Finance & Accounting
EmailPhone - AH
Alexander Harrison
Managing Partner & Private Wealth Advisor · Other
EmailPhone
Showing 9 of 29 verified contacts
Top roles at Aegis Consulting Group, Llc
17 distinct titles indexed · top 10 shown.
- 6private wealth advisor
- 4financial planner
- 2client service associate
- 2practice manager
- 1&,
- 1administrative analyst
- 1administrative assistant
- 1director of investment strategies for mark o'sickey, aegis consulting
- 1financial education services
- 1financial planning intern
- +7more titles
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