About Jacksonville Wealth Management
Jacksonville Wealth Management specializes in comprehensive investment management and retirement planning for families, retirees, and business owners using the core aspects of financial planning: Plan, Invest, Retire, Endow. Jacksonville Wealth Management founder, Dan Ciez, started his career in the financial services industry in 1993 after graduating from the University of Florida with an Economics degree.
Securities offered through LPL Financial, Member FINRA/SIPC
www.finra.org, www.sipc.org
Investment advice offered through Private Advisor Group, LLC, a registered investment advisor. Private Advisor Group, LLC and Jacksonville Wealth Management, LLC are seperate entities from LPL Financial.
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit http://www.jaxwealth.com/
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Scan our QR code and use your phone to access our catalog.Text JWM to 21777