| Entity Name: | JACKSONVILLE WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
JACKSONVILLE WEALTH MANAGEMENT, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations. |
| Status: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 04 Sep 2013 (12 years ago) |
| Last Event: | LC NAME CHANGE |
| Event Date Filed: | 23 Nov 2020 (4 years ago) |
| Document Number: | L13000125070 |
| FEI/EIN Number |
47-3765523
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 8075 GATE PARKWAY WEST, JACKSONVILLE, FL, 32216, US |
| Mail Address: | 8075 GATE PARKWAY WEST, JACKSONVILLE, FL, 32216, US |
| ZIP code: | 32216 |
| County: | Duval |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |
|---|---|---|---|---|
| 0002048486 | 8075 GATE PARKWAY W, SUITE 101, JACKSONVILLE, FL, 32216 | 8075 GATE PARKWAY W, SUITE 101, JACKSONVILLE, FL, 32216 | 904-923-7586 | |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAXWEALTH 401(K) PLAN | 2023 | 473765523 | 2024-07-03 | JACKSONVILLE WEALTH MANAGEMENT, LLC | 12 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-03 |
| Name of individual signing | DANIEL CIEZ |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 9049237526 |
| Plan sponsor’s address | 8075 GATE PARKWAY W., SUITE 101, JACKSONVILLE, FL, 32216 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 9049237526 |
| Plan sponsor’s address | 8075 GATE PARKWAY W., SUITE 101, JACKSONVILLE, FL, 32216 |
| 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 |
| 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 | - |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 8983997005 | 2020-04-09 | 0491 | PPP | 8075 GATE PKWY W #101, JACKSONVILLE, FL, 32216-3683 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 Apr 2025
Sources: Florida Department of State
