Financial advisors and lenders · Florida

Financial advisors and lenders in Jacksonville, FL

843 financial advisors in Jacksonville with phone numbers, 243 with email addresses. Search the list, unlock the ones you want and start calling today.

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843
businesses
100%
have a phone number
29%
have an email address (243)
—
average Google rating
Sample

A sample of financial advisors and lenders in Jacksonville

Twelve of the 843 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
369 Group | Financial AdvisorFinancial Service; Legal Service; Business Service—Yes(904) •••-••••Available
Transaction NetworksFinancial Service—Yes(904) •••-••••Available
Magellan Capital ResourcesFinancial Planner—Yes(800) •••-••••Available
Heekin Litigation GroupLaw Office; Financial Service; Legal Service—Yes(904) •••-••••Available
Paul K. Dick Attorney & Counselor at LawLaw Office; Financial Service; Legal Service—Yes(904) •••-••••Available
Allegiance Financial AdvisorsFinancial Planner—Yes(904) •••-••••Available
Law Offices of Alyson L. Sommers, P.A. Criminal Defense AttorneyFinancial Service; Legal Service—Yes(561) •••-••••Available
Universal Accounting Financial Services IncFinancial Service; Legal Service—Yes(904) •••-••••Available
A Closer Look InvestigationsFinancial Planner—Yes(904) •••-••••Available
Price InvestmentsFinancial Service; Legal Service—Yes(904) •••-••••Available
Paragon Wealth StrategiesFinancial Service; Legal Service—Yes(904) •••-••••Available
Michael Nickas - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(904) •••-••••Available

Showing 12 of 843. Data refreshed October 2026.

The market

What Jacksonville's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 843 have no rating yet — prime prospects for review and reputation services.
172 (20%) have no website listed — a ready-made list for web design and SEO offers.
30% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service382
  • Financial Planner126
  • Loans Agency90
  • Financial Service; Legal Service; Business Service48
  • Insurance Agency; Financial Service; Legal Service34
  • Financial Service28

Area codes

  • (904)748
  • (800)13
  • (855)12
  • (888)10
  • (866)8
  • (352)5
Playbook

How to sell to financial advisors in Jacksonville

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Jacksonville financial advisors leads

How many financial advisors and lenders in Jacksonville, FL are in the database?
843 financial advisors and lenders in Jacksonville, FL, as of October 2026. 843 of them have a phone number and 243 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Jacksonville list of 843 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Miami, FLTampa, FLOrlando, FLFort Lauderdale, FLFort Myers, FLSaint Petersburg, FLTallahassee, FLSarasota, FLAll financial advisors and lenders →

Other businesses in Jacksonville

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Start calling Jacksonville financial advisors today

25 free credits, no card. Search "financial advisors in Jacksonville" and unlock your first 25 contacts.

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