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Jon Christopher david Ness

Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$456.1MFirm assets
3 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 assetsFixed or flat feeOther

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. Trinity Wealth Securities, LLCAug 2026 to now
  2. Florida Financial Advisors, LLCDec 2025 to now
  3. UnemployedDec 2024 to Dec 2025
  4. WalmartJun 2021 to Aug 2021
  5. University of Central FloridaAug 2020 to Dec 2024
  6. UnemployedApr 2020 to Aug 2020
  7. Providence School of JacksonvilleAug 2015 to Apr 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Florida Financial Advisors, LLC

$456.1MAssets managed
3,005Clients
842Advisers
3 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
8198813
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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