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JACKSONVILLE WEALTH MANAGEMENT, LLC

JACKSONVILLE WEALTH MANAGEMENT, LLC - Florida Company Profile

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Company Details

Entity Name:	JACKSONVILLE WEALTH MANAGEMENT, LLC
Jurisdiction:	FLORIDA
Filing Type:	Florida Limited Liability Co.
Status:	Active
Date Filed:	04 Sep 2013 (12 years ago)
Last Event:	LC NAME CHANGE
Event Date Filed:	23 Nov 2020 (5 years ago)
Document Number:	L13000125070
FEI/EIN Number	47-3765523
Address:	8075 GATE PARKWAY WEST, JACKSONVILLE, FL, 32216, US
Mail Address:	8075 GATE PARKWAY WEST, JACKSONVILLE, FL, 32216, US
ZIP code:	32216
City:	Jacksonville
County:	Duval
Place of Formation:	FLORIDA

Key Officers & Management

Name	Role	Address
CIEZ DANIEL M	President	8075 Gate Parkway W., JACKSONVILLE, FL, 32216
CIEZ DANIEL M	Agent	8075 GATE PARKWAY WEST, JACKSONVILLE, FL, 32216

Central Index Key

CIK number:

0002048486

Phone:

904-923-7586

EDGAR Link:

View company profile on EDGAR website

Latest Filings

Form type:

13F-HR

File number:

028-24578

Filing date:

2025-04-16

File:

Form type:

13F-HR

File number:

028-24578

Filing date:

2025-01-21

File:

Form 5500 Series

Employer Identification Number (EIN):

473765523

Plan Year:

2024

Number Of Participants:

11

Sponsors Telephone Number:

9049237526

File:

Plan Year:

2023

Number Of Participants:

12

Sponsors Telephone Number:

9049237526

File:

Plan Year:

2022

Number Of Participants:

8

Sponsors Telephone Number:

9049237526

File:

Plan Year:

2021

Number Of Participants:

7

Sponsors Telephone Number:

9049237526

File:

Events

Event Type	Filed Date	Value	Description
LC NAME CHANGE	2020-11-23	JACKSONVILLE WEALTH MANAGEMENT, LLC	-
CHANGE OF PRINCIPAL ADDRESS	2014-03-01	8075 GATE PARKWAY WEST, 101, JACKSONVILLE, FL 32216	-
CHANGE OF MAILING ADDRESS	2014-03-01	8075 GATE PARKWAY WEST, 101, JACKSONVILLE, FL 32216	-
REGISTERED AGENT ADDRESS CHANGED	2014-03-01	8075 GATE PARKWAY WEST, 101, JACKSONVILLE, FL 32216	-

Documents

Name	Date
ANNUAL REPORT	2025-01-15
ANNUAL REPORT	2024-02-12
ANNUAL REPORT	2023-01-24
ANNUAL REPORT	2022-01-26
ANNUAL REPORT	2021-01-14
LC Name Change	2020-11-23
ANNUAL REPORT	2020-01-18
ANNUAL REPORT	2019-02-06
ANNUAL REPORT	2018-01-16
ANNUAL REPORT	2017-01-11

USAspending Awards / Financial Assistance

Date:

2020-04-09

Link:

View on USAspending

Awarding Agency Name:

Small Business Administration

Transaction Description:

TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.

Obligated Amount:

0.00

Face Value Of Loan:

85500.00

Total Face Value Of Loan:

85500.00

Trademarks

Serial Number:

86457002

Mark:

JACKSONVILLE WEALTH MANAGEMENT PLAN TODAY. ENJOY TOMORROW.

Status:

REGISTERED AND RENEWED

Mark Type:

SERVICE MARK

Application Filing Date:

2014-11-17

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

JACKSONVILLE WEALTH MANAGEMENT PLAN TODAY. ENJOY TOMORROW.

USPTO Link:

View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:

Strategic financial advisory services

First Use:

2013-06-01

International Classes:

036 - Primary Class

Class Status:

Active

Paycheck Protection Program

Jobs Reported:

8

Initial Approval Amount:

$85,500

Date Approved:

2020-04-09

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Current Approval Amount:

$85,500

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Unanswered

Forgiveness Amount:

$86,017.75

Servicing Lender:

First Federal Bank

Use of Proceeds:

Payroll: $85,500

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Date of last update: 01 Jul 2025

Sources: Florida Department of State