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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) 7250556

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H. Lee Little, MBA, CFP®

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216
(904) 2967526

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Edward P. Schmitzer

River Capital Advisors, L.C

5011 Gate Parkway
Building 100, Suite 300

Jacksonville, FL 32256
(904) 3982075

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David H. Morgan MSFS, CEP®, CFF

R.E.A.P., Llc

4651 salisbury Road
Suite 400

Jacksonville, FL 32256
(352) 4336565

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Joshua Krafchick

369 Financial, LLC

230 Canal Blvd Suite 2

Ponte Vedra Beach, FL 32082
(904) 3059050

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Dr.Jeff Camarda

Camarda Wealth Advisors, LLC

4600 Touchton Rd., Bldg. 100 Suite 150, Jacksonville, FL 32246
4371 Park Avenue (US 17), Suite 201, Fleming Island, FL 32003

Ponte Vedra Beach, FL 32082
(800) 2621083

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Henry Conlon

Creative Planning

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Saint Augustine, FL 32080
(904) 5629251

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
9043804015

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Derek Elftmann - Ameriprise Financial Services, LLC

4651 Salisbury Rd
Ste 275

Jacksonville, FL 32256
9045510526

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Elyse M. Gustafson - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320273

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Avondale Wealth Advisors

904 Margaret Street
Suite 202

Jacksonville, FL 32204
9046836211

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Lisa Puttick - Ameriprise Financial Services, LLC

13500 Sutton Park Dr S
Ste 701

Jacksonville, FL 32224
9048210990

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James Ellisor - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
9044217550

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Chuck Rebhan - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043802389

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Bradley D Zimmerman - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320286

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Andrea Seebol Smithers - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320251

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Andrew Beh - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320288

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Arthur H Shad - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320211

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Rebhan, Maher & Associates - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043802375

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Tom Trotta - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
9043324503

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Linda Forte - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1303

Jacksonville, FL 32216
9043329235

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Greg Lowder - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043001004

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Margo Castro - Ameriprise Financial Services, LLC

13400 Sutton Park Dr S
Ste 1203

Jacksonville, FL 32224
9048610650

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Jon Hill - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1001

Jacksonville, FL 32216
9044752980

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Edward Lombard - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043802300

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Taras Wealth Management - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043584175

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R T Moore - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043802322

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Blink Fitness

1102 Dunn Avenue
#1

Jacksonville, FL 32218
9045121175

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

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043013113

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Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320200

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DTLR

5238 Norwood Ave
Space 22

Jacksonville, FL 32208
9047689704

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Allstate Personal Financial Representative: Alejandro Seda

3546 St Jns Blf Rd S
Unit 109

Jacksonville, FL 32224
9046458880

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The Friedl Group - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320200

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Brian Chappell, CRPS - UBS Financial Services Inc.

1 Independent Drive
Independent Square

Jacksonville, FL 32202
9043584105

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Rene Gonzalez - Ameriprise Financial Services, LLC

10161 Centurion Pkwy N
Ste 105

Jacksonville, FL 32256
9048011670

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Jim Dickert - Ameriprise Financial Services, LLC

10175 Fortune Pkwy
Ste 204

Jacksonville, FL 32256
9045190551

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Tqvarius Showers, Bankers Life Agent

6620 Southpoint Dr S
Ste 400

Jacksonville, FL 32216
9044746036

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Gary B Whittaker - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043802377

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Sandy Misenheimer - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
9044217530

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JLP Investments, Inc.

9046347780

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Jacksonville Wealth Management

8075 Gate Parkway W.
Suite 101

Jacksonville, FL 32216
9049237526

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Fifth Third Private Bank - Jennifer Desmond

225 Water Street
16Th Floor

Jacksonville, FL 32202
9044861926

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Capital Analysts of Jacksonville

8160 Baymeadows Way West
Suite 310

Jacksonville, FL 32256
9047307433

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The Prattos Jones Group - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320200

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Buczkowski Insurance and Financial Services

13500 Sutton Park Dr. S.
Suite 704

Jacksonville, FL 32224
9042235225

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Kirk L Gravelle - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046650453

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Jerald I Seebol - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320252

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Matthew Benjamin Friedl - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320214

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H Mayo Mills - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320244

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Peter O'Brien - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320268

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Nathan B. Damron - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320217

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Diane L Pauly - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320285

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North Florida Financial Corporation

8649 Baypine Road
Suite 100

Jacksonville, FL 32256
9042960209

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

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043013112

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Stillwater Wealth Management

14496 San Pablo Drive North

Jacksonville, FL 32224
9046994987

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Philip Hawkins - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320215

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Russell Jones - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320242

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George S. Prattos - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046650442

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Stephanie Seebol Lesso - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320203

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Valerie Cameron - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320229

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Jay Robinson - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320239

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Tess Paez - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320219

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Mitchelle Holland - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320253

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Johnthomas Cumbow - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320216

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Timothy Friedl - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046650444

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Joe Ranucci - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320230

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Parker Barriball - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320240

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The Shad Financial Group - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320211

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Merilyn T Shad - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320221

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Brad Huntley - Ameriprise Financial Services, LLC

10161 Centurion Pkwy N
Ste 105

Jacksonville, FL 32256
9048011670

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Craig Edward Fertenbaugh - Ameriprise Financial Services, LLC

10175 Fortune Pkwy
Ste 204

Jacksonville, FL 32256
9045190551

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Brandon M Flynn - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1001

Jacksonville, FL 32216
9044752980

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Allstate Personal Financial Representative: Troy Weinberg

12276 San Jose Blvd
Ste 603

Jacksonville, FL 32223
9043473901

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Michael Ferreira - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
8603802157

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Blake Barnes - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320222

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Kevin Maher - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043802300

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Ragsdale Holden Wealth Management - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043013113

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SPF Wealth Management - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043584186

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Fifth Third Private Bank - James McColskey

225 Water Street
16Th Floor

Jacksonville, FL 32202
9044861941

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Zach Williams - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043584145

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Diana Monell Fanning - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043584186

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Fifth Third Preferred - Nick Kostoff

11683 San Jose Boulevard

Jacksonville, FL 32223
9044861971

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DTLR

1010 Dunn Ave

Jacksonville, FL 32218
9047511467

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Jeanne Peterson - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1001

Jacksonville, FL 32216
9044752980

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James Haugen - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
9046521166

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Troy Bankston - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043802300

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Thomas W Goodrich IV - Ameriprise Financial Services, LLC

13400 Sutton Park Dr S
Ste 1203

Jacksonville, FL 32224
9048610650

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Charles Jenkins - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043802300

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Joseph Trainor - Ameriprise Financial Services, LLC

4651 Salisbury Rd
Ste 275

Jacksonville, FL 32256
9045510526

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Paul W Brown - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046650447

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Terry Surrency - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043584173

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Bucky Buchanan - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043013125

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

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043013101

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Sarah Ragsdale - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043013129

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Jacksonville, FL Branch Office - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
9043546000

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DTLR

13321 City Station Dr
Suite 141

Jacksonville, FL 32218
9047572207

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Elicia Mundy - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043013133

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Comprehensive Financial Consultants - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043584145

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Bill Gassett - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043802380

* 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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