# Jacksonville Wealth Management

> Jacksonville Wealth Management is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 309312
- Filed as: JACKSONVILLE WEALTH MANAGEMENT
- Legal name: Jacksonville Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309312
- AdvisorCensus page: https://advisorcensus.com/firm/jacksonville-wealth-management-jacksonville-fl-309312

## Quick answers

**How is Jacksonville Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Jacksonville Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Jacksonville Wealth Management charge?**
Its Form ADV Part 2A brochure dated August 10, 2026 states: Flat fee: $400 to $7,500 (creating client financial plans); Hourly rate: $100 to $600 an hour (these services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Jacksonville Wealth Management located?**
Jacksonville Wealth Management's principal office is in Jacksonville, FL, according to its Form ADV.

**Is Jacksonville Wealth Management registered with the SEC or a state?**
Jacksonville Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 309312.

**How much does Jacksonville Wealth Management manage?**
Jacksonville Wealth Management reports $533,539,848 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**How have Jacksonville Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Jacksonville Wealth Management: Regulatory assets under management: $254,298,000 in the October 2021 data and $533,539,848 in the October 2026 data, up 110%. Total employees: 10 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jacksonville Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (517); individuals (other than high net worth individuals) (503); corporations or other businesses not listed above (14).

**Which custodians does Jacksonville Wealth Management use?**
Jacksonville Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Jacksonville Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309312

**What changed in Jacksonville Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $434,636,132 to $533,539,848 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 10, 2026)

- Flat fee: $400 to $7,500 (creating client financial plans)

> Fixed Fees - The negotiated fixed rate for creating client financial plans is between $400 and $7,500.

- Hourly rate: $100 to $600 an hour (these services)

> Hourly Fees - The negotiated hourly fee for these services is between $100 and $600.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $533,539,848
- Discretionary: $533,539,848
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 503 | $83,539,785 |
| High net worth individuals | 517 | $446,005,917 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $123,021 |
| Charitable organizations | Fewer than 5 | $58,456 |
| Corporations or other businesses not listed above | 14 | $3,812,669 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 13 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, MN, NC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jaxwealth.com
- LinkedIn @jacksonville-weatlh-management
- Facebook @p
- X @jxwealth
- YouTube @jaxwealth8656

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $254,298,000 | 10 | June 4, 2021 |
| October 2022 | $308,782,528 | 9 | April 18, 2022 |
| October 2023 | $267,017,540 | 10 | February 10, 2023 |
| October 2024 | $340,152,972 | 10 | August 20, 2024 |
| October 2025 | $434,636,132 | 13 | February 19, 2025 |
| October 2026 | $533,539,848 | 13 | August 10, 2026 |

Regulatory assets under management: $254,298,000 in the October 2021 data and $533,539,848 in the October 2026 data, up 110%.
Total employees: 10 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $434,636,132 to $533,539,848 (+23%).

### January 2026
- No longer registered or notice-filed in OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jacksonville Wealth Management (CRD 309312): Form ADV filing data as of October 2026.