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Ciara M Ciez

Investment adviser representative at Jacksonville Wealth Management
11 yearsExperience
2 statesRegistered in
$533.5MFirm assets
5 yearsFirm in business

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How the firm charges

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

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. LPL FinancialDec 2025 to now
  2. Jacksonville Wealth Management, LLCJan 2025 to now
  3. MindbodygreenMar 2023 to Dec 2024
  4. Rvo HealthJun 2022 to Mar 2023
  5. Red VenturesJul 2019 to Jun 2022
  6. Wake Forest UniversityAug 2015 to Jul 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, TN).

Jacksonville Wealth Management

Legal name: Jacksonville Wealth Management, LLC

$533.5MAssets managed
1,034Clients
5Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8037290
Firm CRD
309312
Advisor's SEC record (opens in a new tab)
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