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(904) 296-PLAN (7526)

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FINANCIAL ADVISORS IN JACKSONVILLE, FLORIDA

As independent financial advisors, we create objective, customized planning
strategies to help manage, preserve, and transfer our client's wealth. We are
committed to helping individuals and families pursue their goals through what is
most important to them, their personal values.

We take great pride in helping you organize the demands of managing your wealth
in order to allow you to devote time to your business and your family. Through
our Proactive Wealth Management Solution, we organize your assets, insurance,
liabilities, and estate documents to help simplify, consolidate, and integrate
every aspect of your financial future.

Does My Portfolio Fit Me?
Risk
Investing
Planning





THE BUSINESS CYCLE

How will you weather the ups and downs of the business cycle?

Learn More


BURSTING THE BUBBLE

Tulips were the first, but they won’t be the last. What forms a “bubble” and
what causes them to burst?

Learn More


THE FED AND HOW IT GOT THAT WAY

Here is a quick history of the Federal Reserve and an overview of what it does.

Learn More

CONTACT

Jax Wealth Advisors

Office: (904) 296-7526

Fax: (904) 296-7525

3840 Belfort Road, Suite 103

Jacksonville, FL 32216

info@jaxadvisors.com



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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

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the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2022 FMG Suite.



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