AdvisorCensus / Financial advisors / Florida / Jacksonville, FL / Fidelity Investments
Financial advisors in Jacksonville, FL using Fidelity Investments
13 SEC-registered investment advisory firms headquartered in the Jacksonville, FL metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Allegiance Financial Advisors, Inc. | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Augustine Asset Management Inc | Jacksonville | SEC-registered investment adviser | $500 million to $1 billion |
| Black Cypress Capital | Ponte Vedra Beach | SEC-registered investment adviser | $100 million to $500 million |
| Financial Independence Advisors, LLC | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Fortress Wealth Planning | Jacksonville Beach | SEC-registered investment adviser | $500 million to $1 billion |
| Gunn & Company Investment Management, Inc. | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| Intellicapital Advisors LLC | Ponte Vedra | SEC-registered investment adviser | $100 million to $500 million |
| Life Planning Partners, Inc. | Jacksonville | SEC-registered investment adviser | $100 million to $500 million |
| MOS Capital, Inc. | Ponte Vedra Beach | SEC-registered investment adviser | $100 million to $500 million |
| Schrum Private Wealth Management, LLC | Saint Augustine | SEC-registered investment adviser | $100 million to $500 million |
| Skyview Financial Group, LLC | Ponte Vedra Beach | SEC-registered investment adviser | $100 million to $500 million |
| Timucuan Asset Management Inc | Jacksonville | SEC-registered investment adviser | $1 billion to $5 billion |
| Ullmann Wealth Partners | Jacksonville Beach | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
Cite this page
AdvisorCensus. Financial advisors in Jacksonville, FL using Fidelity Investments. https://advisorcensus.com/advisors/fl/jacksonville/custodians/fidelity https://advisorcensus.com/advisors/fl/jacksonville/custodians/fidelity