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  5. JACKSONVILLE WEALTH ADVISORS, LLC

JACKSONVILLE WEALTH ADVISORS, LLC

Company Details

Entity Name: JACKSONVILLE WEALTH ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 27 Jan 2009 (16 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 27 Jan 2016 (9 years ago)
Document Number: L09000008463
FEI/EIN Number 264153825
Address: 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216, US
Mail Address: 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216, US
ZIP code: 32216
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
H. LEE LITTLE, JR., MBA, CFP 401(K) QRP PLAN 2022 205319968 2023-07-20 JACKSONVILLE WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9042957526
Plan sponsor’s address 3840 BELFORT RD STE 103, JACKSONVILLE, FL, 322168208

Signature of
Role Plan administrator
Date 2023-07-20
Name of individual signing HUNTER LITTLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-20
Name of individual signing HUNTER LITTLE
Valid signature Filed with authorized/valid electronic signature
H. LEE LITTLE, JR., MBA, CFP 401(K) QRP PLAN 2021 205319968 2022-07-18 JACKSONVILLE WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 523900
Plan sponsor’s address 3840 BELFORT RD STE 103, JACKSONVILLE, FL, 322168208

Signature of
Role Plan administrator
Date 2022-07-18
Name of individual signing HUNTER LITTLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-18
Name of individual signing HUNTER LITTLE
Valid signature Filed with authorized/valid electronic signature
H. LEE LITTLE, JR., MBA, CFP 401(K) QRP PLAN 2020 205319968 2021-07-28 JACKSONVILLE WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9042957526
Plan sponsor’s address 3840 BELFORT RD STE 103, JACKSONVILLE, FL, 322168208

Signature of
Role Plan administrator
Date 2021-07-28
Name of individual signing HUNTER LITTLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-28
Name of individual signing HUNTER LITTLE
Valid signature Filed with authorized/valid electronic signature
H. LEE LITTLE, JR., MBA, CFP 401(K) QRP PLAN 2019 205319968 2020-07-29 JACKSONVILLE WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9042957526
Plan sponsor’s address 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216

Signature of
Role Plan administrator
Date 2020-07-29
Name of individual signing H. LEE LITTLE, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-29
Name of individual signing H. LEE LITTLE, JR.
Valid signature Filed with authorized/valid electronic signature
H. LEE LITTLE, JR., MBA, CFP 401(K) QRP PLAN 2018 205319968 2019-06-19 JACKSONVILLE WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9042957526
Plan sponsor’s DBA name HUNTER WEALTH MANAGEMENT
Plan sponsor’s address 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216

Signature of
Role Plan administrator
Date 2019-06-17
Name of individual signing H. LEE LITTLE, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-17
Name of individual signing H. LEE LITTLE, JR.
Valid signature Filed with authorized/valid electronic signature
H. LEE LITTLE, JR., MBA, CFP 401(K) QRP PLAN 2017 205319968 2018-06-26 JACKSONVILLE WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9042957526
Plan sponsor’s DBA name HUNTER WEALTH MANAGEMENT
Plan sponsor’s address 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216

Signature of
Role Plan administrator
Date 2018-06-26
Name of individual signing H. LEE LITTLE, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-26
Name of individual signing H. LEE LITTLE, JR.
Valid signature Filed with authorized/valid electronic signature
H. LEE LITTLE, JR., MBA, CFP 401(K) QRP PLAN 2017 205319968 2018-06-21 JACKSONVILLE WEALTH ADVISORS, LLC 2
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9042957526
Plan sponsor’s DBA name HUNTER WEALTH MANAGEMENT
Plan sponsor’s address 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216

Signature of
Role Plan administrator
Date 2018-06-21
Name of individual signing H. LEE LITTLE, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Name of individual signing H. LEE LITTLE, JR.
H. LEE LITTLE, JR., MBA, CFP 401(K) QRP PLAN 2016 205319968 2017-07-24 JACKSONVILLE WEALTH ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9042957526
Plan sponsor’s DBA name HUNTER WEALTH MANAGEMENT
Plan sponsor’s address 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216

Signature of
Role Plan administrator
Date 2017-07-24
Name of individual signing H. LEE LITTLE, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-24
Name of individual signing H. LEE LITTLE, JR.
Valid signature Filed with authorized/valid electronic signature
H. LEE LITTLE, JR., MBA, CFP 401(K) QRP PLAN 2015 205319968 2016-07-15 JACKSONVILLE WEALTH ADVISORS, LLC 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 9042957526
Plan sponsor’s DBA name HUNTER WEALTH MANAGEMENT
Plan sponsor’s address 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216

Signature of
Role Plan administrator
Date 2016-07-15
Name of individual signing H. LEE LITTLE, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-15
Name of individual signing H. LEE LITTLE, JR.
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
PETE ORLANDO, CPA, PA Agent 4745 SUTTON PARK COURT, JACKSONVILLE, FL, 32224

Managing Member

Name Role Address
LITTLE HUNTER L Managing Member 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G16000043001 JAX WEALTH ADVISORS ACTIVE 2016-04-28 2026-12-31 No data 3840 BELFORT RD, STE #103, JACKSONVILLE, FL, 32216
G16000004468 JACKSONVILLE WEALTH ADVISORS EXPIRED 2016-01-12 2021-12-31 No data 3840 BELFORT ROAD #103, JACKSONVILLE, FL, 32216
G12000000543 HUNTER WEALTH MANAGEMENT EXPIRED 2012-01-03 2017-12-31 No data 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL, 32216

Events

Event Type Filed Date Value Description
LC NAME CHANGE 2016-01-27 JACKSONVILLE WEALTH ADVISORS, LLC No data
CHANGE OF PRINCIPAL ADDRESS 2011-04-28 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL 32216 No data
CHANGE OF MAILING ADDRESS 2011-04-28 3840 BELFORT ROAD, SUITE 103, JACKSONVILLE, FL 32216 No data
REGISTERED AGENT NAME CHANGED 2010-04-27 PETE ORLANDO, CPA, PA No data
REGISTERED AGENT ADDRESS CHANGED 2010-04-27 4745 SUTTON PARK COURT, SUITE 101, JACKSONVILLE, FL 32224 No data

Documents

Name Date
ANNUAL REPORT 2024-04-28
ANNUAL REPORT 2023-04-28
ANNUAL REPORT 2022-04-26
ANNUAL REPORT 2021-04-28
ANNUAL REPORT 2020-06-15
ANNUAL REPORT 2019-04-22
ANNUAL REPORT 2018-04-26
ANNUAL REPORT 2017-03-17
ANNUAL REPORT 2016-02-12
LC Name Change 2016-01-27

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Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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