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Dan Ciez
Chief Executive Officer at Jacksonville Wealth Management LLC
Dan Ciez active positions
Companies | Position | Start | End |
---|---|---|---|
Jacksonville Wealth Management LLC
![]() Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Chief Executive Officer | 2013-08-31 | - |
Compliance Officer | 2013-08-31 | - | |
President | 2013-08-31 | - |
Career history of Dan Ciez
Training of Dan Ciez
University of Florida | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Chief Executive Officer | 1 |
Compliance Officer | 1 |
President | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Jacksonville Wealth Management LLC
![]() Jacksonville Wealth Management LLC Investment ManagersFinance Jacksonville Wealth Management LLC provides comprehensive investment management and retirement planning services for families, retirees, and business owners. The private company is based in Jacksonville, FL. The company's holistic approach guides clients through all aspects of financial planning, including planning, investing, retiring, and endowing. The firm's guiding principles, including shared values, service values, investment philosophy, mission statement, and the 75 things they do for every client, ensure an exceptional client experience. The company was founded in 2013, and Daniel Martin Ciez has been the CEO since then. | Finance |
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