This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0

Regulatory AUM

$534MItem 5.F on the latest filing (2026-08-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$534M

Private client RAUM

$530MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$107Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

13

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

2,095

Individual clients

503

High net worth clients

517

SEC number

801-120427

CIK

2048486

CRD

309312

Filings on the tape

20

First filed

Feb 1, 2021

Latest filed

Aug 10, 2026

Organised

Limited Liability Company, FL

Website

jaxwealth.com

• Occurred

  Feb 1, 2021
  First Form ADV filing

  Jacksonville Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6d19dbd4-3313-d19b-3e9d-4818fcdb8434

First observed

Feb 1, 2021

Last observed

Aug 10, 2026 41 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.