Everbank Wealth Management, Inc. (Jacksonville)

Name: Everbank Wealth Management, Inc.
Address: 301 W. Bay Street, Jacksonville, FL, 32202
Telephone: 904-281-6000

Everbank Wealth Management, Inc. is a large advisory firm based in Jacksonville. It manages $118.24 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Everbank Wealth Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Everbank Wealth Management: assets under management

The assets under management (AUM) of Everbank Wealth Management, Inc. is $118.24 million. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.06 million in discretionary accounts and $82.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $187.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $82.18 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Everbank Wealth Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Everbank Wealth Management, Inc.

Christine D Haedike has been acting as President since 1 Jul 2013. Kevin Timothy Swanson has served as the Chief Investment Officer since 1 May 2011. Tiaa Board Of Overseers joined the executive team most recently as the 100% Owner Of Teachers Insurance And Annuity Association Of America.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Brian Long	Senior vice president	1 Jun 2006	Other	5860958
Everbank Financial Corporation	Owner	1 May 2010	75% - 100%	59-3531592
David Lawrence Conover	President	1 May 2010	Other	2270362
Ann M Hopkins	Chief compliance officer	1 May 2010	Other	1676827
Mary Elizabeth Owens	Chief financial officer	1 May 2010	Other	2122386
Francis Orchard Trotter	Director	1 May 2010	Other	1454424
Robert Mossler Clements	Director	1 May 2010	Other	1578133
Blake Wilson	Director	1 May 2010	Other	5808984
John S. Surface	Director	1 May 2010	Other	5808988
Kimberly Shaw Elliott	Chief legal officer/ chief compliance officer	1 Oct 2010	Other	4540273
Kevin Timothy Swanson	Chief investment officer	1 May 2011	Other	2561908
Christine D Haedike	Chief compliance officer	1 Oct 2011	Other	2489703
Everbank	Owner	1 Jan 2012	75% - 100%	59-3531592
Fsb (Formerly Known As Everbank) Tiaa	Owner	1 Jan 2012	75% - 100%	59-3531592
Christie June Zarkovich	Chief investment officer	1 Oct 2012	Other	5984767
David Lawrence Conover	Ceo, president, coo and director	1 Jul 2013	Other	2270362
Christine D Haedike	Chief compliance officer/director	1 Jul 2013	Other	2489703
Tina Denise Carroll	Chief financial offcer	1 Mar 2014	Other	6248906

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Everbank Financial Corporation	Holding company	1 Oct 1998	75% - 100%	52-2024090
Inc. Tiaa Fsb Holdings	100% owner of tiaa, fsb	1 Oct 1998	75% - 100%	52-2024090
Tiaa Board Of Overseers	100% owner of teachers insurance and annuity association of america	1 Jun 2017	75% - 100%	13-6110585
Teachers Insurance And Annuity Association Of America	100% owner of tiaa fsb holdings, inc.	1 Jun 2017	75% - 100%	13-1624203

Based in Jacksonville

The principal office where Everbank Wealth Management, Inc. performs its advisory services is located at 301 W. Bay Street, Jacksonville, FL 32202 The mailing address of the firm is 8300 Eager Road, St. Louis, MO 63144. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-281-6000 or by fax 904-623-8190. The normal business hours are 8:30am-5:30pm est m-th 8:30am-4pm est f on Monday - Friday. You can find more information about the New York firm at everbank.com.