Financial Advisor Jacksonville FL

Camarda Wealth – Jacksonville, FL Financial Advisor

Since 1993, Camarda Wealth has served the Jacksonville, FL community with independent financial advice, investment management and financial planning. We are dedicated, full time fiduciaries, specializing in high net worth individuals. As an SEC registered investment advisor, we offer CFA®-grade fee-only investment advisory services, including portfolio management. Beyond objective and transparent investment guidance, our wealth management group has deep experience in other core wealth needs successful individuals and families pursue, including advanced estate, tax, asset protection, and will and trust planning.

We are proud of our dedication to advanced training and education. Lead advisor Jeff Camarda holds both a Masters and PhD in financial and retirement planning, the CFA® investments expert credential, and is a tax expert EA admitted to represent clients before IRS like CPAs and tax attorneys. Jeff has also completed the CFP®, ChFC®, CLU®, CFS® and BCM™ professional designation programs, and is an award-winning academic researcher specializing in advisor training, professionalism, ethics and misconduct, including certified financial planners and other financial professionals and practitioners.

We are also proud to have been repeatedly noted in the Wall Street Journal, Barron’s, Forbes and others, to have earned an A+ rating with the Better Business Bureau since they began tracking us many years ago, and to have been noted in the national and Jacksonville media for decades.

Camarda’s financial services firm believes deeply in giving back to the community and forging long term relationships. We have contributed meaningfully with our time and wealth, and are proud to have founded Junior Achievement of Clay County, supported the regional Boy Scouts Council as donor, board member, and as local unit adult leaders, and many other worthy causes. Please see our “Camarda Cares” page for more detail.

Camarda Wealth Advisory Group
4600 Touchton Rd., Bldg. 100 Suite 150,
Jacksonville, FL 32246

Phone:
(904) 587-2510

 

Hours:
By appointment at this location

About Camarda Wealth - Financial Advisors

financial advisor jacksonville flCamarda offers fiduciary wealth and financial planning & portfolio advice to clients across Florida and the Southeast. Since 1993, we have provided investment, retirement, tax estate planning, asset protection, real estate and business advice designed to help families get wealthier with less tax and risk.

Meet Our Staff

Dr. Jeff Camarda
CFA®, E.A., PHD FINANCIAL & RETIREMENT PLANNING Previous Certifications: CFP®, CHFC®, CLU®, MSFS®, CFS®, BCM™
Firm Chairman, CEO, Chair Portfolio Management Board

Kim Camarda, ChFC®
Previous Certifications: CFS®, BCM™, CFP®
President, Portfolio Management Board, Chief Compliance Officer

Joyce Eason
Senior Portfolio Accounting and Trading Specialist

Robert Tucker, ChFC®
Vice President of Wealth Management

Daniel Howell, CFP® 
Vice President of Wealth Management

Monique McKenzie 
Personal Wealth Advisor

 

Kirk Mcleod
Vice President of Wealth Management

Winter Bryant
Executive Assistant / Director of First Impressions

Angela Stone
Compliance Associate and Client Experience Director

Thomas Razzano
Senior Business Development Officer

Rick Martin
Marketing Coordinator / Human Resources

Personalized Investment Management for
Investors with Portfolios of $500,000 or More