JACKSONVILLE WEALTH MANAGEMENT

Legal name: JACKSONVILLE WEALTH MANAGEMENT, LLC

CRD 309312File 801-120427

APPROVED

Retail clients

Filing as of Aug 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$533.5M

Above cohort median (national)

Discretionary AUM

$533.5M

Clients

1,034

2,095 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Mar 5, 2021
Principal office: 8075 GATE PARKWAY WEST, SUITE #101, JACKSONVILLE, FL, 32216
Phone: 904-923-7526
Website: https://jaxwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $533.5M
Discretionary AUM: $533.5M
Non-discretionary AUM: $0
Discretionary accounts: 2,095
Non-discretionary accounts: 0
Total accounts: 2,095
AUM per client: $516K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	14	$3.8M
Charitable organizations	Fewer than 5	$58K
High net worth individuals	517	$446.0M
Pension and profit sharing plans	Fewer than 5	$123K
Individuals (other than high net worth individuals)	503	$83.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.