Best Financial Advisors in Jacksonville

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.8/5.0
Average Rating

Jacksonville Financial Landscape

Jacksonville's economy is bolstered by military presence and retail sectors. The city is experiencing steady growth, attracting new residents and businesses.

Major industries
Military, Retail, Healthcare
Population
69K (metro: N/A)
Median household income
$50,000
Unique needs
Focus on military families and healthcare services due to local demographics.
Market Insights
Economic Growth
According to BEA (2023), Jacksonville's GDP growth is driven by military spending and retail expansion, with a focus on sustainable development.
Wealth Demographics
According to Census (2023), the median income in Jacksonville is approximately $50,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Jacksonville are increasingly specializing in military benefits and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Jacksonville's cost of living is lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), Jacksonville's housing market is competitive, with rising prices due to demand from military families.
Business Environment
According to Fortune (2024), Jacksonville offers a supportive business climate with incentives for new businesses, particularly in healthcare and retail.

Top 5 Financial Advisors in Jacksonville

First Command Financial Advisor - Walt Eldridge, RICP®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Kelley R Tyson, ChFC®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Cindi Williams, AAMS®
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Joe McLaughlin, CFP®
★ ★ ★ ★ ★ 5
First Command District Advisor - Joe Spencer, RICP®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Jacksonville, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Jacksonville-Specific Expertise
For Jacksonville residents working in Military, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Jacksonville's economy relies on military and retail sectors, posing risks if these decline. Real estate is vulnerable to hurricanes; diversify investments and consider flood zones.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby North Carolina locations

Charlotte Raleigh Greensboro Durham Winston-Salem Fayetteville Cary Wilmington