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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Jacksonville is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Jacksonville & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Jacksonville?

Looking for a qualified financial advisor in Jacksonville? We can help you by narrowing down your options & listing the best financial advisors in Jacksonville as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Jacksonville near you with the list of certified and vetted Jacksonville financial advisors.

List of Qualified Financial Advisors in Jacksonville, Florida

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Andy Whitaker

Gold Tree Financial, Inc.

8596 Arlington Expressway

Jacksonville, FL 32211

904-725-0556

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H. Lee Little

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216

904-296-7526

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David H. Morgan

R.E.A.P., Llc

4651 Salisbury Road
Suite 400

Jacksonville, FL 32256

386-793-8981

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Edward P. Schmitzer

River Capital Advisors, L.C

5011 Gate Parkway
Building 100, Suite 300

Jacksonville, FL 32256

904-398-2075

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Mark Kraus

Innovative Financial Solutions

4 Concorde Lane, Suite 1

Palm Coast, FL 32137

386-597-2856

List of Additional Financial Advisors in Jacksonville, Florida*

* Additional advisor listing is provided in partnership with Yext

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Aegis Consulting

One Independent Drive
Suite 2901

Jacksonville, FL 32202
904-380-4015

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Avondale Wealth Advisors

904 Margaret Street
Suite 202

Jacksonville, FL 32204
904-683-6211

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Taras Wealth Management - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
904-358-4175

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Zach Williams - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
904-358-4145

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Jacksonville, FL Branch Office - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
904-354-6000

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Arthur H Shad - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0211

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Jerald I Seebol - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0252

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DTLR

5238 Norwood Ave
Space 22

Jacksonville, FL 32208
904-768-9704

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Jacksonville, FL Private Wealth Management - UBS Financial Services Inc.

1 Independent Drive
30th Floor

Jacksonville, FL 32202
800-874-8435

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Jacksonville Wealth Management

8075 Gate Parkway W.
Suite 101

Jacksonville, FL 32216
904-923-7526

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Fifth Third Private Bank - Jennifer Desmond

225 Water Street
16Th Floor

Jacksonville, FL 32202
904-486-1926

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Capital Analysts of Jacksonville

8160 Baymeadows Way West
Suite 310

Jacksonville, FL 32256
904-730-7433

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Buczkowski Insurance and Financial Services

13500 Sutton Park Dr. S.
Suite 704

Jacksonville, FL 32224
904-223-5225

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Allstate Personal Financial Representative: Troy Weinberg

12276 San Jose Blvd
Ste 603

Jacksonville, FL 32223
904-347-3901

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Neri, Pacciano Wealth Management Group - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
904-301-3112

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Elyse M. Gustafson - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0273

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Peter O'Brien - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0268

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Changwang Deng

8081 Philips Highway
Suite 22

Jacksonville, FL 32256
904-224-8040

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Jay Robinson - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0239

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Merilyn T Shad - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0221

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Joe Ranucci - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0230

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The Shad Financial Group - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0211

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North Florida Financial Corporation

8649 Baypine Road
Suite 100

Jacksonville, FL 32256
904-296-0209

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Stillwater Wealth Management

14496 San Pablo Drive North

Jacksonville, FL 32224
904-699-4987

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Elicia Mundy - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
904-301-3133

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Ragsdale Holden Wealth Management - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
904-301-3113

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George S. Prattos - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-665-0442

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RFW Wealth Advisors

4776 Hodges Boulevard
Suite 203

Jacksonville, FL 32224
904-517-5400

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Valerie Cameron - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0229

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The Friedl Group - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0200

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Andrea Seebol Smithers - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0251

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Andrew Beh - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0288

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The Prattos Jones Group - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0200

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Kirk L Gravelle - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-665-0453

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Tess Paez - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0219

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Jennifer Holden, CFP, CDFA - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
904-301-3113

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Jimmy Leung

386-748-3206

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MSW Wealth Advisors

4811 Beach Boulevard
Suite 300

Jacksonville, FL 32207
904-396-2202

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Fifth Third Private Bank - James McColskey

225 Water Street
16Th Floor

Jacksonville, FL 32202
904-486-1941

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Diana Monell Fanning - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
904-358-4186

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Brian Chappell, CRPS - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
904-358-4105

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Fifth Third Preferred - Nick Kostoff

11683 San Jose Boulevard

Jacksonville, FL 32223
904-486-1971

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Joel Robinson Nichols, CFP, CFS - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
904-301-3101

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DTLR

1010 Dunn Ave

Jacksonville, FL 32218
904-751-1467

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Terry Surrency - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
904-358-4173

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Bradley D Zimmerman - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0286

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Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0200

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DTLR

13321 City Station Dr
Suite 141

Jacksonville, FL 32218
904-757-2207

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Paul W Brown - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-665-0447

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Allstate Personal Financial Representative: Alejandro Seda

3546 St Jns Blf Rd S
Unit 109

Jacksonville, FL 32224
904-645-8880

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Miller Wealth Management

1300 Shetter Avenue
#6108

Jacksonville, FL 32250
410-980-7534

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Stephanie Seebol Lesso - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0203

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Nathan B. Damron - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0217

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Parker Barriball - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0240

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Philip Hawkins - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0215

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Russell Jones - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0242

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Mitchelle Holland - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0253

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Diane L Pauly - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0285

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Comprehensive Financial Consultants - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
904-358-4145

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Matthew Benjamin Friedl - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0214

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Johnthomas Cumbow - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0216

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Bucky Buchanan - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
904-301-3125

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SPF Wealth Management - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
904-358-4186

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Sarah Ragsdale - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
904-301-3129

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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