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KEY FINANCIAL GROUP OF JACKSONVILLE, INC.
KEY FINANCIAL GROUP OF JACKSONVILLE, INC.
JACKSONVILLE, Florida
·
5 registered advisors
·
CRD# 142356
SEC# 801-68022
904-443-7996
01
Firm Overview
AUM
$54M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at KEY FINANCIAL GROUP OF JACKSONVILLE, INC.
5 registered advisors
Bryan Vincent Bartosik
JACKSONVILLE, Florida
CRD# 2861838
Christopher Phillip Wadley
JACKSONVILLE, Florida
CRD# 456218
Christopher Robert Wadley
JACKSONVILLE, Florida
CRD# 5434974
Edmond Christopher Godreau
JACKSONVILLE, Florida
CRD# 2028584
John Duncan Bowsman
JACKSONVILLE, Florida
CRD# 1253653
05
Office Locations
JACKSONVILLE, Florida
5 advisors
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Data sourced from SEC Form ADV filings. KEY FINANCIAL GROUP OF JACKSONVILLE, INC. (CRD# 142356) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.