Jacksonville Wealth Management

Who works here

• CC
  Christopher David Cox
• CC
  Ciara M Ciez
• DC
  Daniel Martin Ciez
• NP
  Nicholas Joseph Pinelli
• RE
  Richard Boyd Erickson

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Jacksonville Wealth Management

Legal name: Jacksonville Wealth Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

309312