Nicholas
Pinelli
Jacksonville Wealth Management
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About this Advisor
Nicholas Pinelli is a financial advisor based in Jacksonville, Florida, working with Jacksonville Wealth Management. Nicholas has previously held positions at Lpl Financial LLC, Student, Publix, Brooks Brothers, University Of North Florida Accounting, Winn Dixie, Private Advisors Group LLC, and Jacksonville Wealth Management, LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Nicholas is part of Jacksonville Wealth Management, which operates out of Jacksonville, Florida. The firm has 1 office and 10 employees. The firm manages assets totaling $340.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Jacksonville Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jacksonville Wealth Management Brokerage Details
$340,152,972
10
1,600
$212,596
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nicholas Pinelli Work History
Jacksonville Wealth Management, LLC
Lpl Financial LLC
Private Advisors Group LLC
Jacksonville Wealth Management, LLC
Student
Publix
Student
Brooks Brothers
University Of North Florida Accounting
Winn Dixie
Disclosures
Please visit the SEC profile of Nicholas Pinelli 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
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