Jacksonville Wealth Management
At Jacksonville Wealth Management (JaxWealth) we specialize in comprehensive investment management and retirement planning for families, retirees, and business owners. JaxWealth clients benefit from our holistic approach, as we guide our clients through all aspects of financial planning: Plan, Invest, Retire, Endow. Clients enjoy an exceptional client experience because each relationship is grounded by the guiding principles of our firm: Shared Values, Service Values, Investment Philosophy, Mission Statement, and the 75 things we do for every client who comes through our doors. Thank you for giving JaxWealth the opportunity to help you Plan Today and Enjoy Tomorrow.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
74
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- NP
Nick Pinelli
Operations Manager · Operations
EmailPhone - CC
Christopher Cox
Cfp, Financial Advisor · Finance & Accounting
EmailPhone - CC
Ciara Ciez
Operations & Client Services · Operations
EmailPhone - KC
Kelly Ciez
Customer Liason · Customer/Client Service
EmailPhone - RE
Rick Erickson
&, · Other
EmailPhone - DC
Daniel Ciez
President · General Business & Management
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Jacksonville Wealth Management
8 distinct titles indexed · top 8 shown.
- 1&,
- 1cfp, financial advisor
- 1customer liason
- 1financial paraplanner client services associate
- 1investment research and trading associate
- 1operations & client services
- 1operations manager
- 1president
Sign up to unlock all 8 contacts at Jacksonville Wealth Management
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Sign up to reveal 8 verified contacts at Jacksonville Wealth Management
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