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Current Employers
Jacksonville Wealth Management

8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-03-29
  • FL RA
    APPROVED
    Since 2021-03-29

Branch Locations

8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • 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
Lpl Financial Llc Jacksonville FL 05/2018 Present
Student Gainesville FL 08/2016 05/2018
Publix Jacksonville FL 06/2015 02/2018
Private Advisors Group Llc Jacksonville FL 05/2018 03/2021
Jacksonville Wealth Management, Llc Jacksonville FL 03/2021 Present
Jacksonville Wealth Management, Llc Jacksonville FL 05/2017 05/2018
  • 05/2018 → Present
    Lpl Financial Llc
    Jacksonville, FL
  • 08/2016 → 05/2018
    Student
    Gainesville, FL
  • 06/2015 → 02/2018
    Publix
    Jacksonville, FL
  • 05/2018 → 03/2021
    Private Advisors Group Llc
    Jacksonville, FL
  • 03/2021 → Present
    Jacksonville Wealth Management, Llc
    Jacksonville, FL
  • 05/2017 → 05/2018
    Jacksonville Wealth Management, Llc
    Jacksonville, FL
Previous Registrations
Other Businesses

1. 5/30/2018 - Jacksonville Wealth Management - Investment Related - At Reported Business Location(s) 0 DBA for LPL Business (entity for LPL business) - Started 05/14/2018 - 28 Hours Per Month During/6.5 Hours Securities Trading - Time Spent 100%. 2. 5/4/2021 - Jacksonville Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Operations Manager - Started 03/31/2021 and Financial Advisor - Started 02/2024 - 160 Hours Per Month/130 Hours During Securities Trading - I provide administrative support to Jacksonville Wealth Management, LLC, an independent investment advisor firm and serve as an investment adviser representative. I started this business activity 03/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPDfirm is separate from and independent of LPL Financial. 3. 11/2018 - Licensed Insurance Agent - Investment Related - At Reported Business Location(s) - Insurance Agent - Start Date - 11/2018 - 2 Hours Per Month/ 0 Hours During Securities trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-28
  • S66 Uniform Combined State Law Examination
    2018-09-28
Designations
Other Names
  • Nick Pinelli

View on SEC IAPD

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