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Nick Pinelli, CFP®

Nick Pinelli, CFP®

Financial Advisor+Operations Manager

(904) 923-PLAN

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Nick began his career in financial services in 2017 after graduating from the University of Florida with a degree in Business Administration and completing the Jacksonville Wealth Management internship program. Through his continued commitment, Nick became a Financial Advisor and holds the following registrations and licenses:

  • CERTIFIED FINANCIAL PLANNER™
  • Series 24 General Securities Principal
  • Series 7 General Securities Registered Representative
  • Series 66 Uniform Combined Investment Advisor State Law
  • Variable Annuity, Life, and Health Insurance

Nick has a passion for personal finance, investment management, and most importantly, serving others. Nick credits the strong personal and professional relationships he has built with his fellow team members over the past eight years as the foundation for serving our JaxWealth Family of Clients.

Nick enjoys spending time with his wife Taylor, traveling, working out, and sharing a meal with friends and family. 

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