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Jackson Collier Bakich

Florida Financial Advisors, LLC

Jacksonville, FL

CRD 8158588

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Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-10
FL RA APPROVED 2025-09-09
  • TX RA
    APPROVED
    Since 2025-11-10
  • FL RA
    APPROVED
    Since 2025-09-09

Branch Locations

1 Independent Drive, Suite 201, Jacksonville, FL 32202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Jacksonville FL 09/2025 Present
Gameday Media St. Petersburg FL 12/2023 12/2025
Diverse New Media Ft Lauderdale FL 03/2022 04/2025
Fsview & Florida Flambeau Tallahassee FL 08/2023 08/2024
Black Bear Golf Club Eustis FL 03/2020 08/2020
Timacuan Golf Club Lake Mary FL 04/2021 08/2021
Red Tail Golf Club Sorrento FL 04/2022 08/2023
Eustis High School Eustis FL 08/2016 05/2020
Florida State University Tallahassee FL 08/2020 08/2024
Trinity Wealth Securities, Llc Jacksonville FL 03/2026 Present
  • 09/2025 → Present
    Florida Financial Advisors
    Jacksonville, FL
  • 12/2023 → 12/2025
    Gameday Media
    St. Petersburg, FL
  • 03/2022 → 04/2025
    Diverse New Media
    Ft Lauderdale, FL
  • 08/2023 → 08/2024
    Fsview & Florida Flambeau
    Tallahassee, FL
  • 03/2020 → 08/2020
    Black Bear Golf Club
    Eustis, FL
  • 04/2021 → 08/2021
    Timacuan Golf Club
    Lake Mary, FL
  • 04/2022 → 08/2023
    Red Tail Golf Club
    Sorrento, FL
  • 08/2016 → 05/2020
    Eustis High School
    Eustis, FL
  • 08/2020 → 08/2024
    Florida State University
    Tallahassee, FL
  • 03/2026 → Present
    Trinity Wealth Securities, Llc
    Jacksonville, FL
Other Businesses

o Florida Financial Advisors. Investment Related. 1 Independent Dr, Suite 201, Jacksonville, FL 32202. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. 1 Independent Dr, Suite 201, Jacksonville, FL 32202. Nature of Business: Fixed Insurance Sales. 09/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 1 Independent Dr, Suite 201, Jacksonville, FL 32202. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 03/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-15
S65 Uniform Investment Adviser Law Examination 2025-08-13
  • S63 Uniform Securities Agent State Law Examination
    2026-04-15
  • S65 Uniform Investment Adviser Law Examination
    2025-08-13

View on SEC IAPD

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