Jax Locals lists 8 independent, locally-owned financial advisors across 3 neighborhoods — including Downtown, San Marco, Riverside & Five Points in Jacksonville. Every one is locally owned; no chains. Tap a listing to call, get directions, or check hours.
Atlantic Edge Private Wealth Management is an independent advisory firm on West Forsyth Street in downtown Jacksonville, focused on financial planning and investments.
200 W Forsyth St Ste 1020
Cohen Wealth Advisory is an independent financial advisory firm on West Bay Street in downtown Jacksonville, offering planning and investment guidance.
301 W Bay St Suite 1424
Core Global Financial is a credit and financial services business on North Market Street downtown.
25 N Market St Suite #246
Florida Financial Advisors is an independent financial advisory firm on E Independent Dr in Downtown, well reviewed by local customers.
1 E Independent Dr #201
InVestra Financial Services is an independent financial advisory firm on Riverplace Blvd in Downtown, well reviewed by local customers.
1431 Riverplace Blvd Apt 910
J.
1301 Riverplace Blvd #2420
Riverplace Capital Management is an independent wealth-management firm on Riverplace Boulevard in San Marco, providing financial planning and investment advisory.
1301 Riverplace Blvd #2130
At Taras Wealth Management, we are a multigenerational team with a family legacy of providing prudent, thoughtful financial guidance for people who understand its value.
245 Riverside Ave, Suite 500
Independent financial advisors in Jacksonville offer planning and investment guidance without a big-firm sales quota. Locally owned practices, many of them along the Southbank and downtown.
Jax Locals lists locally-owned financial advisors across 3 neighborhoods — Downtown, San Marco, Riverside & Five Points. Every listing includes the address, phone number, and directions.
Yes. Jax Locals only lists independent, locally-owned businesses — national and franchise chains are never included.
Listings are free. Submit your business on the "List your business" page and we'll add it, usually within a week.
