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Top Rated Financial Advisors in Jacksonville, Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Jacksonville, Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Jacksonville, Florida with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Jacksonville, Florida near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

H. Lee Little

Jax Wealth Advisors
CFP®
H. Lee Little, a financial fiduciary, provides financial services to clients in the Jacksonville, Florida area. H. holds a CFP® certification. H. has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $0

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Education Funding and Planning
  • Financial Advice & Consulting
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    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Annuities
    • Insurance Planning

    Name(s) of Custodian(s):
    LPL Financial

David H. Morgan

R.E.A.P., Llc
CEP®, CFF, MSFS, CEA, RMA
David H. Morgan, a financial fiduciary, provides financial services to clients in the Jacksonville, Florida area. David holds the CEP®, CFF, MSFS, CEA, RMA certifications. David has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $25,000

    Name(s) of Custodian(s):
    TDAmeritrade, Schwab

Joseph Celiberti

Stratos Wealth Partners
Joseph Celiberti, a financial fiduciary, provides financial services to clients in the St Augustine, Florida area. Joseph has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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    • Education Funding and Planning
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

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