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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.

Jacksonville, FL

Telephone Advisor

Telephone: 904-296-7526

Visit Advisor Website

http://www.jaxadvisors.com/

View Research Report

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

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.

Jacksonville, FL

Telephone Advisor

Telephone: 386-793-8981

Visit Advisor Website

https://retirementestateplan.com/about/david-h-morgan/

View Research Report

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.

St Augustine, FL

Telephone Advisor

Telephone: 904-806-5345

Visit Advisor Website

https://www.stratoswealthpartners.com/

View Research Report

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

Paladin Advisors

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Top Rated Financial Advisors in Jacksonville, Florida