EVERBANK WEALTH MANAGEMENT, INC.

EVERBANK WEALTH MANAGEMENT
JACKSONVILLE, Florida·7 registered advisors·CRD# 154237
SEC# 801-71589904-281-6000
01

Firm Overview

AUM
$118M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at EVERBANK WEALTH MANAGEMENT, INC.

7 registered advisors
Christie June Zarkovich
JACKSONVILLE, Florida
Christine D Haedike
JACKSONVILLE, Florida
David Lawrence Conover
JACKSONVILLE, Florida
Francis Orchard Trotter
JACKSONVILLE, Florida
Joseph Brian Long
JACKSONVILLE, Florida
Kevin Timothy Swanson
JACKSONVILLE, Florida
Tina Denise Carroll
JACKSONVILLE, Florida
05

Office Locations

JACKSONVILLE, Florida
7 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.