← Tributary

JACKSONVILLE WEALTH MANAGEMENT

JACKSONVILLE, FL · CRD 309312 · IAPD ↗ · jaxwealth.com · 904-923-7526

$533.5MRegulatory AUM
4Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — JACKSONVILLE WEALTH MANAGEMENT crossed $500M in regulatory AUM ($434.6M -> $533.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2025 — JACKSONVILLE WEALTH MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — JACKSONVILLE WEALTH MANAGEMENT reported RAUM up 28% ($340.2M -> $434.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
September 2024 — JACKSONVILLE WEALTH MANAGEMENT notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — JACKSONVILLE WEALTH MANAGEMENT notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — JACKSONVILLE WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
February 2024 — JACKSONVILLE WEALTH MANAGEMENT reported RAUM up 27% ($267.0M -> $340.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.