Nicholas Pinelli
Nicholas Pinelli is a CFP-designated registered investment advisor at Jacksonville Wealth Management, based in Jacksonville, FL, with 7 years of industry experience. Nicholas 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas operates under the DBA Jacksonville Wealth Management for his LPL business and is an operations manager and financial advisor for Jacksonville Wealth Management, LLC, an independent investment advisor firm, dedicating full-time hours to this. Nicholas is also a licensed insurance agent since 2018, spending minimal time on this activity.
Employment History
Current Registrations
Jacksonville Wealth Management
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Private Advisor Group, LLC
State Registrations1 state
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