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EVERBANK WEALTH MANAGEMENT, INC.
EVERBANK WEALTH MANAGEMENT, INC.
EVERBANK WEALTH MANAGEMENT
JACKSONVILLE, Florida
·
5 registered advisors
·
CRD# 154237
SEC# 801-71589
904-281-6000
01
Firm Overview
AUM
$118M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at EVERBANK WEALTH MANAGEMENT, INC.
5 registered advisors
Christine D Haedike
JACKSONVILLE, Florida
CRD# 2489703
David Lawrence Conover
JACKSONVILLE, Florida
CRD# 2270362
Francis Orchard Trotter
JACKSONVILLE, Florida
CRD# 1454424
Kevin Timothy Swanson
JACKSONVILLE, Florida
CFA
CRD# 2561908
Tina Denise Carroll
JACKSONVILLE, Florida
CRD# 6248906
05
Office Locations
JACKSONVILLE, Florida
5 advisors
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Data sourced from SEC Form ADV filings. EVERBANK WEALTH MANAGEMENT, INC. (CRD# 154237) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.