Daniel Ciez
Daniel Ciez is a registered investment advisor at Jacksonville Wealth Management, based in Jacksonville, FL, with 32 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,034 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JaxWealth's investment management fee is negotiated with each client and ranges from 0.60% to 2.00% annually, based on the value of your portfolio. The fee depends on the investment strategy, financial plan, size, complexity, and nature of the relationship. Fees are deducted from your account quarterly.
Location
8075 Gate Parkway West, Suite #101, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Other Business ActivitiesSells Insurance
Daniel owns rental real estate and operates Jacksonville Wealth Management as a DBA and LLC, providing investment advisory services. He is also a licensed insurance agent since 2001, dedicating minimal time to this activity.
Employment History
Current Registrations
Jacksonville Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Jacksonville Wealth Management
LPL Financial LLC
Private Advisor Group, LLC
Waddell & Reed
Waddell & Reed, INC.Broker
First Allied Securities, INC.Broker
Fsc Securities CorporationBroker
Fairchild Financial Group, INC.Broker
Rickel & Associates, INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.