A. Registry Member

• Since 2009

B. Years of Experience

• 32

C. College Degrees

• SUNY/BA - Bachelor of Science
• The American College - Masters Science, Financial Services
• The American College - PhD Financial and Retirement Planning

D. Certifications

• CFA®, EA

E. Financial Fiduciary

• Yes

F. Business Philosophy

• Read Business Philosophy

  The Constitution of Camarda Wealth Advisory This Camarda Wealth Constitution is a long-term, guiding document intended to express the highest, most enduring values that Camarda and its people represent. It reflects our reason for being, not only for now, but also for the generations to come. Our reason for being, quite simply, is to be the best at delivering objective, professional/academic-grade, risk-controlled investment advice & integrated wealth management advice specifically and exclusively designed to serve the needs, goals and financial security of our clients. We exist, in a nutshell, to help make the dreams of our clients and their families come true. In this, our clients and their interests come indisputably first. We exist solely to serve them in an expert, conscientious, unfailingly ethical manner, which targets the results they want and need. It is not enough to do what is expected or required; we are called to do what is right, and what needs to be done.

G. Asset Requirement

• $250,000

A. Key Contact

• Jeff Camarda

B. Main Location

• 4371 US Highway 17
  Suite 201
  Fleming Island, Florida, 32003

C. Telephone

• 800.262.1083

D. Comments

• I founded Camarda Wealth in 1993 with the objective of providing objective, expert financial guidance that makes a real difference in achieving outstanding wealth results. To do this, I have spent decades on my financial education, earning the CFP, ChFC, CLU, CFS, BCM, EA and MSFS credentials, and a PhD in Financial and Retirement Planning. I believe that by integrating very smart investment, tax, estate, asset protection, retirement income, and risk control planning, people, families and businesses can achieve their wealth goals faster, safer ,and more cost-effectively. I feel fortunate to have been twice recognized by Barron's as "one of America's best financial advisers," and to have the Wall Street Journal feature my advice four times. WORTH Magazine called me a "Top 250 Wealth Adviser," and the firm's been named a Premier Adviser by the National Association of Board Certified Advisory Practices, a “Top Wealth Manager” by Bloomberg's Wealth Manager Magazine, and a “Top Investment Adviser” by Financial Adviser Magazine

A. Visit Website

• http://www.camarda.com

B. Social Connections

A. Name of Firm

• Camarda Wealth Advisory Group

B. Relationship to Firm

• Partner

C. Name of RIA

• Camarda Wealth Advisory Group

D. Name of Broker/Dealer

• None

E. Name(s) of Custodian(s)

• TD Ameritrade
• Schwab

F. Comments

• About Camarda Wealth Founded in 1993, Camarda Wealth has been advising successful families and managing their investment portfolios for many, many years. Firm Chairman Jeff Camarda has been repeatedly named by Barron’s as “one of the best financial advisors in America.” Barron’s calls ranked advisors like Jeff “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 was also named one of WORTH Magazines’ “Top 250 advisors” in the US, had his advice featured in the Wall Street Journal for years, and been quoted as a financial expert in the national press for decades. He holds many financial and investment designations, including Chartered Financial Analyst (CFA®) and the E.A. tax credential. Jeff has written hundreds of articles and dozens of financial reports, whitepapers, and guides, and is currently at work on his dissertation for a doctorate in financial and retirement planning. The firm, based in metro Jacksonville, serves clients across the country, and is A+ rated by the Better Business Bureau. Jeff is personally “certified background checked” by the National Ethics Association. * (Barrons July 18 2016 p S2).

A. Years of Financial Experience

• 32 Years

B. College, Degrees, Years

• SUNY/BA - Bachelor of Science
• The American College - Masters Science, Financial Services
• The American College - PhD Financial and Retirement Planning

C. Current Certifications

• CFA® - Chartered Financial Analyst
• EA - Enrolled Agent

D. Financial Industry Associations (Active Memberships)

• Academy of Financial Services
• Better Business Bureau

A. RIA/IAR Registration

• RIA and IAR

B. Type of RIA Registration

• SEC

C. Industry Licenses

• Securities License(s)
• Insurance License(s)
• Other

D. Registration & License Numbers

• CRD: 1321857
• IARD: None
• Insurance: None

F. Compliance Record (Investment)

• No Disclosures

G. Compliance Record (Insurance)

• No Disclosures

H. Criminal Disclosure(s)

• None

I. Additional Disclosure(s)

• I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests and financial services.

J. View our ADV(s)

• Available Upon Request

K. Links

• http://www.adviserinfo.sec.gov
  RECORDS FOR FIRMS (RIA)
• http://www.finra.org
  RECORDS FOR PROFESSIONALS

L. Comments

• We are fiduciaries committed to putting our clients' interests first. Not only does this require that our compensation considerations be secondary to our duty to clients, but it also mandates we have the education, training, and experience to do this properly. We feel this combination - being clients-first fiduciaries and having extraordinary levels of financial education in an industry that essentially requires none - puts us head and shoulders above most other financial advisers in the country.

A. Business Philosophy

• Read Business Philosophy

  The Constitution of Camarda Wealth Advisory This Camarda Wealth Constitution is a long-term, guiding document intended to express the highest, most enduring values that Camarda and its people represent. It reflects our reason for being, not only for now, but also for the generations to come. Our reason for being, quite simply, is to be the best at delivering objective, professional/academic-grade, risk-controlled investment advice & integrated wealth management advice specifically and exclusively designed to serve the needs, goals and financial security of our clients. We exist, in a nutshell, to help make the dreams of our clients and their families come true. In this, our clients and their interests come indisputably first. We exist solely to serve them in an expert, conscientious, unfailingly ethical manner, which targets the results they want and need. It is not enough to do what is expected or required; we are called to do what is right, and what needs to be done.

B. Minimum Asset Requirement

• $250,000

C. Number of Current Clients

• 415

D. Assets (Management, Advisement)

• $239,000,000

E. Methods of Compensation

• Hourly Fee
• Fixed Fee
• Asset-Based Fee

F. Methods of Communication

• Face-to-Face Meetings
• Telephone
• Email
• Skype/Voice
• Skype/Video-Voice

G. Types of Reports (Frequency)

• Performance (Quarterly)
• Brokerage Statement (Monthly)
• Market Environment (Monthly)
• Newsletters (Monthly)

H. Second Language(s)

• None

I. Value Statement

• View Value Statement
  There are many wealth managers, but only one Camarda. Aside from the tenets of our Constitution, we believe we’re quite rare in our ongoing quest for advanced financial knowledge, and a culture that nurtures continuing advanced education. In an industry where most operators have spent only the minimum study required for regulatory licensing, we embrace and encourage our advisory staff to make the pursuit of continuing advanced financial credentials an integral component of their professional lives. This concentration of knowledge benefits clients by giving us a sophisticated, global perspective, help us offer advice that integrates investments, tax control, asset protection, advanced estate planning, insurance/risk control, and other aspects, that can deliver results that are more efficient and powerful in attaining client goals, especially in completed fact patterns for business owners and those with larger and more complicated asset structures.

A. Types of Clients

• Individuals & Couples (Working)
• Individuals & Couples (Retired)
• Business Pension Plans
• Business (Taxable)
• Endowments & Foundations

B. Types of Financial Services

• Planning Advice & Services
• Investment Advice & Services
• Insurance Products
• Tax Advice & Services
• Other

C. Discretionary Asset Management

• Yes

D. Limited Engagement Services

• Financial Plan Reviews
• Investment Portfolio Reviews
• Planning Only

E. Comments

• We receive no compensation or other consideration from custodians - our primary objective is finding the best, most cost-effective platform for our clients. All accounts are titled directly in clients' names, and client can view account balances independently 24/7.

Advisor Name

• Dr. Jeff Camarda

Most Recent Update:

• Mar 6, 2019