Kristina
Danese

Commonwealth Financial Network

CRD#6293734
Investment Advisor
in Jacksonville, FL

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About this Advisor

Kristina Danese is a financial advisor working in Jacksonville, Florida, with a total of 5 years of industry experience. Danese is currently employed by Commonwealth Financial Network. Throughout their career, they have worked at Jacksonville Academy Of Gymnastics, Commonwealth Financial Network - Total Business Planning and Tijuana Flats. Danese holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Commonwealth Financial Network is a registered investment firm that has its headquarters in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 employees. It oversees $146 billion in assets under management between its 585,629 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets. Commonwealth Financial Network provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees are based on which services the firm provides the client. However, fee types charged by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1354 North Laura Street Suite 200
Jacksonville, FL 32206

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

FL Average: $16,012,751,954
Total Number of Employees

4,300

FL Average: 118
Total Number of Accounts

585,629

FL Average: 4,567
Average Account Size

$249,965

FL Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kristina Danese Work History

Kristina has been registered as a financial advisor for 5 years.*

2014 - Present (10 years)

Commonwealth Financial Network - Total Business Planning

2011 - Present (13 years)

Jacksonville Academy Of Gymnastics

2011 - 2013 (2 years)

Tijuana Flats

*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 Kristina Danese 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Gregory Kotecki
Orchard Park, NY
Thomas Deichert
Poulsbo, WA
Victor Maldonado
Bowie, MD
Brandon Ulmer
Saint Paul, MN
Christopher Lamal
Green Bay, WI
John Blood
Austin, TX
Harold Weight
Portland, OR

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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