Daniel
Ciez
Jacksonville Wealth Management
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About this Advisor
Daniel Ciez is a financial advisor working out of Jacksonville, Florida. Ciez works at Jacksonville Wealth Management. The advisor has gained experience at Waddell & Reed, Inc, Various Insurance Carriers, Private Advisor Group, LLC, Lpl Financial LLC, Jacksonville Wealth Management, LLC and Waddell & Reed. Ciez has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Jacksonville Wealth Management is an advisory business operating out of Jacksonville, FL. It has $267 million in assets between its 1,414 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,414 customer accounts, 37% are associated with high-net-worth clients who have at least $1 million in assets. Jacksonville Wealth Management has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on the type of services offered. However, fee types charged by Jacksonville Wealth Management most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jacksonville Wealth Management Brokerage Details
$267,017,540
10
1,414
$188,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Ciez Work History
Daniel has been registered as a financial advisor for 0 years.*
Jacksonville Wealth Management, LLC
Lpl Financial LLC
Private Advisor Group, LLC
Waddell & Reed, Inc
Various Insurance Carriers
Waddell & Reed
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Ciez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jacksonville Wealth Management
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Brentwood, TN
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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