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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-05-2021
- Office Locations
- 3
Office Locations
About Jacksonville Wealth Management
Jacksonville Wealth Management provides comprehensive investment management and retirement planning for families, retirees, and business owners. The firm takes a holistic planning approach across Plan, Invest, Retire, and Endow, and highlights a defined client experience, including its “75 things we do” service framework. Custodied through LPL Financial; portfolios commonly use public funds and ETFs.
Reported data analysis
What the numbers show
Between November 24, 2025 and August 10, 2026, reported AUM increased 22.8%, from $434.6M to $533.5M.
Across 5 reported observations, AUM increased 72.8% between November 29, 2022 and August 10, 2026, from $308.8M to $533.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 1,034 clients, or 258.5 clients per representative. That equates to $516.0K in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on August 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Jacksonville Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANIEL MARTIN CIEZ
Chief Compliance Officer, Managing Member
- CRD
- #2319210
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ciara M Ciez
--
- CRD
- #8037290
CHRISTOPHER DAVID COX
--
- CRD
- #6270217
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $533,539,848 | $254,673 |
| Non-Discretionary | $0 | -- |
| Total | $533,539,848 | $254,673 |
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Separately Managed Accounts
SMA allocation detail is available
Jacksonville Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Jacksonville Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.