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  4. Financial Services

New Financial Services Businesses in Jacksonville, FL

38 financial services businesses recently registered in Jacksonville, Florida.

Updated August 18, 2026 · Most recent business filing Aug 8, 2026

38
Total Filings
Aug 8, 2026
Most Recent
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About Financial Services Businesses in Jacksonville

This page lists new financial services businesses registered in Jacksonville, Florida. We currently track 38, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include Alchemy Financial, Gryphon Wealth, and Citadel Strategies. The most recent financial services business filing was on Aug 8, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Jacksonville, this is one of the freshest prospect lists in the market.

Frequently Asked Questions

How many new financial services businesses registered in Jacksonville, FL recently?

7 new financial services businesses filed in Jacksonville in the last 30 days, and 12 over the last 90 days. DayOneLead tracks 38 in total, refreshed daily from Florida state filing records.

How do I get financial services leads in Jacksonville?

Every new financial services business in Jacksonville registers with the state before it shows up anywhere else, and those filings are public. DayOneLead detects them daily and adds a verified owner name, phone, email, and website status to each one, so you can reach new financial services businesses in their first week, before they appear in other directories.

How can I tell which Jacksonville financial services records are truly new businesses?

A new filing is not always a new business. Some registrations are re-filings, name changes, or holding entities. To separate them, DayOneLead cross-references every filing against domain registration records. Of the 7 new financial services filings in Jacksonville in the last 30 days, 2 launched a website on a domain registered within the last 12 months, a strong signal of a genuinely new operation.

How fresh is this list of Jacksonville financial services records?

We refresh this page every day from the Florida Division of Corporations. The most recent financial services business filing we recorded in Jacksonville was on Aug 8, 2026.

All Filings

Alchemy Financial

Aug 8, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Alchemy Financial is a fractional CFO and bookkeeping service for socially conscious businesses, offering financial management and support. The site emphasizes unlocking business potential through a proven framework and practical magic. It appears to be a small, specialized financial services provider.

Gryphon Wealth

Aug 5, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Gryphon Wealth is a financial advisory firm based in Jacksonville, Florida, offering investment services and financial planning. The firm was launched by a team of advisors, including Douglas Storch, who previously worked at Wells Fargo and managed over $3 billion in assets. The company's website emphasizes practical advice and a strong foundation for clients' financial futures.

Citadel Strategies

Aug 1, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Citadel Strategies runs a website offering trading services in Forex CFDs, Crypto CFDs, CFD Commodities, and CFD Shares, with performance tools. The site lists contact numbers from Bermuda and Minneapolis, while its LLC filing is based in Jacksonville, Florida.

Howal Legacy Futures

Jul 23, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Howal Legacy Futures LLC is a Florida-based financial services business, led by Ryan W. Howal. The business is registered in Jacksonville, FL.

AK Global Asset Management

Jun 22, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

AK Global Asset Management is an independently owned investment advisory firm that specializes in creating tailored investment portfolios for growth. Based in Jacksonville, Florida, as per the LLC filing, the firm offers asset management and investment advisory services. The website indicates a focus on growth-oriented investing for clients.

Paladin Commercial Group

Mar 2, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A debt recovery and commercial services firm specializing in financial risk management and debt collection.

Latin Funding Solutions

Feb 27, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Provides funding solutions for businesses, likely specializing in loans and financial support.

Quiet Wealth

Feb 12, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A wealth management firm offering financial advisor services, particularly targeting LGBTQ professionals and individuals, with flat-fee financial planning.

Baseline Financial Services

Feb 9, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A financial services company offering portfolio reviews and advisory consultations, as indicated by its mission and contact information.

MarketsBeater

Feb 2, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

This business offers subscription-based trading indicators and tools, likely targeting investors or traders.

Savitski Financial

Jan 25, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A financial services company specializing in life and health insurance to protect families' financial futures.

Greencrest Lending

Jan 9, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A business funding company offering commercial mortgage and lending services.

Fortson Group

Jan 9, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A financial planning firm offering services such as retirement planning, social security maximization, and annuity reviews.

CME Asset Recovery Group

Jan 8, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Specializes in helping clients recover funds from tax sales, foreclosures, and similar financial situations.

Creditax Solutions

Jan 7, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Provides tax preparation, planning, and credit repair solutions to help clients achieve financial success.

Langley Wealth Partners

Jan 5, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

This appears to be a wealth management and financial advisory firm offering services like fiduciary advice, estate planning, and retirement strategies.

Champion Retirement Solutions

Jan 1, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A retirement solutions specialist offering TPA services, 401(k) plans, and related financial planning services.

Top Shelf Financial

Jan 1, 2026
Financial ServicesVerifiedJacksonville, FL · Duval Co.

This business offers financial services, including team-based financial advising and community partnerships, as indicated by its website content.

Katterhenry Financial Solutions

Nov 12, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Provides bookkeeping and financial solutions for businesses, focusing on profit analysis and consulting services.

North Florida Financial

Nov 6, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A financial services business offering life insurance and financial planning, located in Jacksonville, FL, with contact information and a website.

Peace of Mind Asset Recovery

Nov 3, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A business specializing in recovering surplus funds and providing credit repair services.

TSP Strategies

Oct 29, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Provides information and strategies for investing in the Thrift Savings Plan (TSP), targeting federal employees and retirees.

Wealthy Krue Financial Jacksonville

Oct 5, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Wealthy Krue Financial is a financial services firm offering tax preparation and financial planning. The Jacksonville office, led by office owner Alisha M. Powell, is listed on the company's website. The firm also has locations in Louisiana and Texas.

TaxSavvy Financial Services

Oct 1, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A tax preparation service offering expert tax filing and related financial services.

Direct Processing Network

Aug 1, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Provides POS systems, Clover card readers, and payment processing solutions for small businesses, operating under Direct Processing Network and Florida Payments brands.

The Lux League Financial Services

Jul 24, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A financial services business specializing in tax preparation and related services, as indicated by the website content.

Wealth Developers

Jul 1, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Wealth Developers LLC is a recently registered LLC in Jacksonville, FL, with three members. The site lists programs and services for community building and housing.

Sully Knows Financing

Apr 23, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Provides fast and easy equipment financing services, likely targeting businesses needing funding for equipment purchases.

Speak Easy Financial Services

Apr 13, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Provides financial and tax services, specifically for medspas in Florida, including bookkeeping and record maintenance.

Phoenix Loan Advisors

Apr 7, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

A mortgage loan advisory service operated by Vanizia Wilson, offering home loan guidance and services.

Enable My Wealth

Mar 24, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Provides financial literacy consultations and wealth management services, as indicated by its website content.

Granville Financial

Jan 1, 2025
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Granville Financial, LLC is a wealth management firm led by financial advisor Adam Granville, based in Jacksonville, FL (matching the filing address). The company's website offers financial planning and investment advisory services. Third-party profiles confirm Adam Granville's affiliation with the Jacksonville address, though the main website lists a North Carolina address, indicating potential multi-location operations.

Forde's Fiscal Fitness

Dec 2, 2024
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Fordes Fiscal Fitness LLC appears to be a financial services business based in Jacksonville, FL, offering fiscal fitness solutions.

Flex Flow 8

Nov 6, 2024
Financial ServicesVerifiedJacksonville, FL · Duval Co.

Flex Flow 8 provides structured financing solutions for auto dealers in South Florida. The website mentions officer Tal Capi, matching the LLC's manager name. The business address is in Pembroke Pines, FL, while the LLC's principal address is in Jacksonville, FL.

AAK Investment

Jun 13, 2024
Financial ServicesVerifiedJacksonville, FL · Duval Co.

AAK Investment LLC is an investment services firm based in Jacksonville, FL. The business appears to be a small investment advisory operation.

Mainstreet Advisors

May 1, 2024
Financial ServicesVerifiedJacksonville, FL · Duval Co.

The LLC is an advisory firm based in Jacksonville, FL, managed by Frank Keasler. Candidate W5 (a business listing) shows a Main Street Advisors, Inc. at a nearby Jacksonville address with Frank Keasler, indicating a real operating business. Other candidates are for different entities or unrelated locations.

Affluent Legacy

Jun 27, 2023
Financial ServicesVerifiedJacksonville, FL · Duval Co.

The site lists a California phone number and email, while the LLC filing shows a Florida virtual office address. The business appears to be a small financial advisory firm.

Jass ATM Sales & Service

Jan 9, 2023
Financial ServicesVerifiedJacksonville, FL · Duval Co.

JASS ATM, INC operates as Jass ATM Sales & Service, a family-owned business in Jacksonville, Florida, providing ATM sales and service. The business is run by Allen Lao and Sandy Lao, as indicated by the LLC officers. The website confirms the same address and contact information as the LLC filing.

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