Jacksonville Wealth Management, Llc
- Regulatory AUM
- $534M
- Discretionary
- $534M
- Clients
- 1,034
- Avg AUM / client
- $516K
- Accounts
- 2,095
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 503 | $83.5M | 15.7% |
| High net worth individuals | 517 | $446M | 83.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $123K | 0.02% |
| Charitable organizations | Fewer than 5 clients | $58.5K | 0.01% |
| Corporations and other businesses | 14 | $3.8M | 0.71% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Martin Ciez | Managing Member & Chief Compliance Officer | Sep 2013 (13y) | 75% or more | |
| Christopher David Cox | Registered representative | CFP | Mar 2021 (5y) | |
| Nicholas Joseph Pinelli | Registered representative | CFP | Mar 2021 (5y) | |
| Richard Boyd Erickson | Registered representative | Jun 2022 (4y) | ||
| Ciara M Ciez | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 944 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- LPL Financial $534M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗