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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

Real Wealth Leadership

About Camarda Wealth Advisors, LLC

Camarda Wealth is nationally recognized and has been advising successful families and managing their portfolios for decades. Beyond CFA®-grade fiduciary fee-only portfolio management, Camarda offers highly credentialed expertise in tax, estate, asset protection, retirement income and other advanced planning. This rare combination of sophisticated knowledge can help families and business owners make and keep far more wealth than may be possible with less capable advisors.

Firm leader Jeff Camarda, PhD, CFA®, E.A., has been repeatedly named by Barron's as one of the best financial advisors in America. Barron's calls ranked advisors like Jeff Camarda's the best people in the business and truly great financial advisors and says that they are accepted in the industry as the top 1% who set the highest standards of their profession. He led the successful fight to compel the CFP® Board to require honest disclosure of hidden commissions and other consumer pitfalls, had his advice featured in the Wall Street Journal for years, and quoted as a financial expert in the national press for decades. Camarda Wealth is A+ rated by the Better Business Bureau. Besides Barron's, Jeff and the firm have been regularly top-ranked by notable industry groups such as the National Association of Board Certified Advisory Practices, Bloomberg's Wealth Manager, and others. Dr. Camarda's also an award-winning academic researcher, specializing in advisor education and professionalism, senior financial literacy, and value stock investing. His hobbies include boating, art and antiques. He is active in Boy Scouting at both the unit and regional board levels.

General Information

Firm Start Year

1993

No.of Employees

10-19

CRD#

1321857

Name of Broker/Dealer

no broker dealer no investment commissions we are fee only

Name of Custodial Firm

TD, Schwab, DFA

States Licensed in

Federal registration

Years of Experience in Financial Services

33

Number of Years with Current Firm

27

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Mutual Funds, Stocks, Bonds, Exchange Traded Funds (ETFs), Real Estate

I can meet clients in the following ways

Via phone, At your office, At your home, At my office, Via email

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Analyst (CFA), Enrolled Agent (EA), PhD Financial Planning, Masters in Financial Services (MSFS)

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Health

Financial Organization Memberships

Paladin Registry, Academy of Financial Serivces

Firm Information

Firm's Number of Clients

450

Firm's Number of Planning Clients

450

Firm's Number of Managed Clients

450

Assets Managed by Firm

$250M

Assets Managed by Advisor

$250M as CIO

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

500,000

Compensation Methods

Based on Assets

Education

PhD - Financial and Retirement Planning

American College of Financial Services
October 2013 - April 2017

PhD - Financial and Retirement Planning

American College of Financial Services
October 2013 - April 2017

Disclosures

Disclaimer

http://www.camarda.com/p/disaster-recovery- business-continuity
http://www.camarda.com/p/privacy-policy
http://www.camarda.com/p/adv-important-disclosure