JACKSONVILLE WEALTH MANAGEMENT, LLC
Legal name: JACKSONVILLE WEALTH MANAGEMENT
CRD #309312 SEC #801-120427 JACKSONVILLE, FL 904-923-7526
SEC Registered
Total AUM
$434.6M
Discretionary
$434.6M
Employees
13
Clients
0
Accounts
1,841
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CIEZ, DANIEL, MARTIN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 24, 2025 REGISTERED
Notice Filings (11)
AL CA FL GA IN MN NC OH TN TX VA
Address
8075 GATE PARKWAY WESTSUITE #101
JACKSONVILLE, FL 32216
United States
Phone: 904-923-7526