Jacksonville Wealth Management Revenue

Financial Services • Jacksonville, Florida, United States • 1-10 Employees

Jacksonville Wealth Management revenue & valuation

Annual revenue	$1,009,770
Revenue per employee	$101,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contact at Jacksonville Wealth Management

Rick Erickson

Vice President, Financial Advisor

Company overview

Headquarters	8075 Gate Parkway W. Ste. 101, Jacksonville, FL 32216, US
Phone number	+19043821970
Website	jaxwealth.com
NAICS	52
SIC	628
Keywords	Strategic Financial Planning, Wealth Management, Retirement Planning, Investment Management
Founded	2013
Employees	1-10
Socials

Jacksonville Wealth Management Email Formats

Jacksonville Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@jaxwealth.com), used 66.7% of the time.

Format	Example	Percentage
{first name}	john@jaxwealth.com	66.7%
{first initial}	j@jaxwealth.com	33.3%

About Jacksonville Wealth Management

At Jacksonville Wealth Management (JaxWealth) we specialize in comprehensive investment management and retirement planning for families, retirees, and business owners. JaxWealth clients benefit from our holistic approach, as we guide our clients through all aspects of financial planning: Plan, Invest, Retire, Endow. Clients enjoy an exceptional client experience because each relationship is grounded by the guiding principles of our firm: Shared Values, Service Values, Investment Philosophy, Mission Statement, and the 75 things we do for every client who comes through our doors. Thank you for giving JaxWealth the opportunity to help you Plan Today and Enjoy Tomorrow.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Manager

Employees by Department

Jacksonville Wealth Management has 4 employees across 1 departments.

Departments

Number of employees

Funding Data

Jacksonville Wealth Management has never raised funding before.

Jacksonville Wealth Management Tech Stack

Discover the technologies and tools that power Jacksonville Wealth Management's digital infrastructure, from frameworks to analytics platforms.

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Search engines

Cloudflare Bot Management

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Google Maps

Maps

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Microsoft 365

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FMG Suite

Marketing automation

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Frequently asked questions

Jacksonville Wealth Management is located in Jacksonville, Florida, US.

You can reach Jacksonville Wealth Management at +19043821970.

Jacksonville Wealth Management generates an estimated annual revenue of $1,009,770. This revenue figure reflects the company's market position and business performance in its industry.

Jacksonville Wealth Management has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Jacksonville Wealth Management was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Jacksonville Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Jacksonville Wealth Management

Rick Erickson

Vice President, Financial Advisor

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