Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Fleming Island & Ponte Vedra, FL
Fleming Island & Ponte Vedra Financial Advisors
Camarda Wealth Advisors, LLC
166 A1a, 4371 Park Avenue (US 17), Suite 201
Fleming Island & Ponte Vedra, FL 32082
(800) 262-1083
“Real Wealth Leadership”
Advisor Profile
Dr.Jeff Camarda
Name:  Dr.Jeff Camarda
Phone Number:  (800) 262-1083
Website:  Visit Website
Disclosure Link:
Disclaimer business-continuity

About Camarda Wealth Advisors, LLC

Camarda Wealth is nationally recognized and has been advising successful families and managing their portfolios for decades. Beyond CFA®-grade fiduciary fee-only portfolio management, Camarda offers highly credentialed expertise in tax, estate, asset protection, retirement income and other advanced planning. This rare combination of sophisticated knowledge can help families and business owners make and keep far more wealth than may be possible with less capable advisors.

Firm leader Jeff Camarda, PhD, CFA®, E.A., has been repeatedly named by Barron's as one of the best financial advisors in America. Barron's calls ranked advisors like Jeff Camarda's the best people in the business and truly great financial advisors and says that they are accepted in the industry as the top 1% who set the highest standards of their profession. He led the successful fight to compel the CFP® Board to require honest disclosure of hidden commissions and other consumer pitfalls, had his advice featured in the Wall Street Journal for years, and quoted as a financial expert in the national press for decades. Camarda Wealth is A+ rated by the Better Business Bureau. Besides Barron's, Jeff and the firm have been regularly top-ranked by notable industry groups such as the National Association of Board Certified Advisory Practices, Bloomberg's Wealth Manager, and others. Dr. Camarda's also an award-winning academic researcher, specializing in advisor education and professionalism, senior financial literacy, and value stock investing. His hobbies include boating, art and antiques. He is active in Boy Scouting at both the unit and regional board levels.

General Information

Gender:    Male
CRD#:    1321857
SEC File#:    801-61028
Name of Broker/Dealer:    no broker dealer no investment commissions we are fee only
Name of Custodial Firm:    TD, Schwab, DFA
States Licensed in:    Federal registration
States Willing to do Business in:    Atlantic Beach,Florahome,Green Cove Springs,Jacksonville,Jacksonville Beach,Keystone Heights,Lawtey,Middleburg,Neptune Beach,Orange Park,Penney Farms,Ponte Vedra Beach,Saint Augustine,Saint Johns,Starke,Nocatee; clients nationwide
Years of Experience in Financial Services:    33
Number of Years with Current Firm:    27
I work with the following types of clients:    Individual Investors, Businesses


Academic Background
Bachelor of Science degree - University of New York


Investment Types:    Mutual Funds, Stocks, Bonds, Exchange Traded Funds (ETFs), Real Estate
I can meet clients in the following ways:    Via phone, At your office, At your home, At my office, Via email

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA), Enrolled Agent (EA), PhD Financial Planning, Masters in Financial Services (MSFS)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life, Health
Financial Organization Memberships:    Paladin Registry, Academy of Financial Serivces

Firm Information

Firm's Number of Clients:    450
Firm's Number of Planning Clients:    450
Firm's Number of Managed Clients:    450
Assets Managed by Firm:    $250M
Assets Managed by Advisor:    $250M as CIO


Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    500,000
Compensation Methods:    Based on Assets
Prepared By: Dr.Jeff Camarda

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.