Dan Ciez
Chief Executive Officer at Jacksonville Wealth Management LLC
Network origin in Dan Ciez first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Ciez via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Intrepid Capital Management, Inc. (Florida)
 Intrepid Capital Management, Inc. (Florida) Investment ManagersFinance Intrepid Capital Management, Inc. (Intrepid Capital) is a registered investment advisor headquartered in Jacksonville Beach, Florida. The firm was founded by Forrest Travis and Mark Travis in 1994. They are a wholly-owned subsidiary of Intrepid Capital Corp. (NASDAQ: ICAP). Intrepid Capital provides advisory services and non-advisory services to corporate, institutional, and high net worth individuals. They also provide advisory services to mutual funds (registered investment companies) and pooled investment vehicles that are not registered as investment companies. | Investment Managers | Trading-Equity | |
| University of North Florida | College/University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Operational
| Trading-Equity | 2 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
| Analyst-Equity | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Zach Padgett | 3 |
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