EVERBANK WEALTH MANAGEMENT, INC.

Legal name: EVERBANK WEALTH MANAGEMENT

CRD #154237 SEC #801-71589 JACKSONVILLE, FL 904-281-6000

SEC Registered

Total AUM

$118.2M

Discretionary

$36.1M

Employees

Clients

Accounts

193

Firm Details

Organization Type: Corporation
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 7, 2017
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CARROLL, TINA, DENISE	I	CHIEF FINANCIAL OFFCER	NA	Control
CLEMENTS, ROBERT, MOSSLER	I	DIRECTOR	NA	Control
CLEMENTS, ROBERT, MOSSLER	I	DIRECTOR	NA	Control
CLEMENTS, ROBERT, MOSSLER	I	DIRECTOR	NA	Control
CLEMENTS, ROBERT, MOSSLER	I	DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
CONOVER, DAVID, LAWRENCE	I	CEO, PRESIDENT, COO AND DIRECTOR	NA	Control
ELLIOTT, KIMBERLY, SHAW	I	CHIEF LEGAL OFFICER/ CHIEF COMPLIANCE OFFICER	NA
ELLIOTT, KIMBERLY, SHAW	I	CHIEF LEGAL OFFICER/ CHIEF COMPLIANCE OFFICER	NA
ELLIOTT, KIMBERLY, SHAW	I	CHIEF LEGAL OFFICER/ CHIEF COMPLIANCE OFFICER	NA
ELLIOTT, KIMBERLY, SHAW	I	CHIEF LEGAL OFFICER/ CHIEF COMPLIANCE OFFICER	NA
ELLIOTT, KIMBERLY, SHAW	I	CHIEF LEGAL OFFICER/ CHIEF COMPLIANCE OFFICER	NA
ELLIOTT, KIMBERLY, SHAW	I	CHIEF LEGAL OFFICER/ CHIEF COMPLIANCE OFFICER	NA
ELLIOTT, KIMBERLY, SHAW	I	CHIEF LEGAL OFFICER/ CHIEF COMPLIANCE OFFICER	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HAEDIKE, CHRISTINE, D	I	CHIEF COMPLIANCE OFFICER/DIRECTOR	NA
HOPKINS, ANN, M	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOPKINS, ANN, M	I	CHIEF COMPLIANCE OFFICER	NA	Control
LONG, JOSEPH, BRIAN	I	SENIOR VICE PRESIDENT	NA	Control
LONG, JOSEPH, BRIAN	I	SENIOR VICE PRESIDENT	NA	Control
LONG, JOSEPH, BRIAN	I	SENIOR VICE PRESIDENT	NA	Control
LONG, JOSEPH, BRIAN	I	SENIOR VICE PRESIDENT	NA	Control
LONG, JOSEPH, BRIAN	I	SENIOR VICE PRESIDENT	NA	Control
LONG, JOSEPH, BRIAN	I	SENIOR VICE PRESIDENT	NA	Control
LONG, JOSEPH, BRIAN	I	SENIOR VICE PRESIDENT	NA	Control
LONG, JOSEPH, BRIAN	I	SENIOR VICE PRESIDENT	NA	Control
OWENS, MARY, ELIZABETH	I	CHIEF FINANCIAL OFFICER	NA
OWENS, MARY, ELIZABETH	I	CHIEF FINANCIAL OFFICER	NA	Control
OWENS, MARY, ELIZABETH	I	CHIEF FINANCIAL OFFICER	NA	Control
OWENS, MARY, ELIZABETH	I	CHIEF FINANCIAL OFFICER	NA
OWENS, MARY, ELIZABETH	I	CHIEF FINANCIAL OFFICER	NA
SURFACE, JOHN, S.	I	DIRECTOR	NA	Control
SURFACE, JOHN, S.	I	DIRECTOR	NA	Control
SURFACE, JOHN, S.	I	DIRECTOR	NA	Control
SURFACE, JOHN, S.	I	DIRECTOR	NA	Control
SWANSON, KEVIN, TIMOTHY	I	CHIEF INVESTMENT OFFICER	NA
SWANSON, KEVIN, TIMOTHY	I	CHIEF INVESTMENT OFFICER	NA
SWANSON, KEVIN, TIMOTHY	I	CHIEF INVESTMENT OFFICER	NA
TROTTER, FRANCIS, ORCHARD	I	DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	CEO, DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	CEO, DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	CEO, DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	CEO, DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	CEO, DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	CEO, DIRECTOR	NA	Control
TROTTER, FRANCIS, ORCHARD	I	CEO, DIRECTOR	NA	Control
WILSON, BLAKE	I	DIRECTOR	NA	Control
WILSON, BLAKE	I	DIRECTOR	NA	Control
WILSON, BLAKE	I	DIRECTOR	NA	Control
WILSON, BLAKE	I	DIRECTOR	NA	Control
ZARKOVICH, CHRISTIE, JUNE	I	CHIEF INVESTMENT OFFICER	NA
ZARKOVICH, CHRISTIE, JUNE	I	CHIEF INVESTMENT OFFICER	NA
ZARKOVICH, CHRISTIE, JUNE	I	CHIEF INVESTMENT OFFICER	NA
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK	DE	OWNER	E	Control
EVERBANK FINANCIAL CORPORATION	DE	OWNER	E	Control
EVERBANK FINANCIAL CORPORATION	DE	OWNER	E	Control
EVERBANK FINANCIAL CORPORATION	DE	OWNER	E	Control
EVERBANK FINANCIAL CORPORATION	DE	OWNER	E	Control
EVERBANK FINANCIAL CORPORATION	DE	OWNER	E	Control
EVERBANK FINANCIAL CORPORATION	DE	OWNER	E	Control
EVERBANK FINANCIAL CORPORATION	DE	OWNER	E	Control
EVERBANK FINANCIAL CORPORATION	DE	OWNER	E	Control
EVERBANK FINANCIAL CORPORATION	DE	OWNER	E	Control
TIAA, FSB (FORMERLY KNOWN AS EVERBANK)	DE	OWNER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
EVERBANK FINANCIAL CORPORATION	DE	EVERBANK	E	Control
TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA	DE	TIAA FSB HOLDINGS, INC.	E	Control
TIAA BOARD OF OVERSEERS	DE	TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA	E	Control
TIAA FSB HOLDINGS, INC.	DE	TIAA, FSB	E	Control

Registrations

Federal

Apr 7, 2017 REGISTERED

Notice Filings (52)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV

Address

301 W. BAY STREET
JACKSONVILLE, FL 32202
United States

Phone: 904-281-6000