Jacksonville Wealth Management

Nicholas Pinelli is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He currently works at Jacksonville Wealth Management, where he has been since 2021, and previously held roles at LPL Financial and Private Advisors Group. Outside of his advisory work, he serves as operations manager at Jacksonville Wealth Management, an independent investment advisor firm. Jacksonville Wealth Management serves individuals, high-net-worth clients, and businesses with portfolio management and financial planning. The firm employs a combination of Fundamental Analysis, Modern Portfolio Theory, and Technical Analysis, typically managing client accounts on a discretionary basis through third-party platforms including LPL Financial’s SWM program.

Daniel Ciez is a financial advisor with Jacksonville Wealth Management in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Jacksonville Wealth Management since 2021 and previously with LPL Financial and Private Advisor Group. Jacksonville Wealth Management serves individuals, high-net-worth clients, and businesses with portfolio management and financial planning. The firm uses a combination of Fundamental Analysis, Modern Portfolio Theory, and Technical Analysis, typically managing accounts on a discretionary basis through third-party platforms including LPL Financial’s SWM program.

Christopher Cox is a CFP® professional with 10 years of industry experience. He has worked at Jacksonville Wealth Management since 2021 and previously spent six years with Private Advisor Group. Cox holds a Series 66 license and operates within a four-advisor team in Jacksonville, FL. Jacksonville Wealth Management serves individuals, high-net-worth clients, and businesses by providing ongoing portfolio management and financial planning. The firm utilizes a combination of Fundamental Analysis, Modern Portfolio Theory, and Technical Analysis, managing client accounts primarily on a discretionary basis through third-party platforms including LPL Financial’s SWM program.

Richard Erickson is a financial advisor with Jacksonville Wealth Management, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance agencies, as well as experience in educational and power sector positions. Jacksonville Wealth Management serves individual, high-net-worth, and business clients with portfolio management and financial planning, using a combination of Fundamental Analysis, Modern Portfolio Theory, and Technical Analysis. The firm manages approximately 924 clients across a four-advisor team and typically handles accounts on a discretionary basis through third-party platforms, including LPL Financial’s programs.