Jeffrey M. Camarda

CAMARDA WEALTH ADVISORY GROUP

Orange Park, FL

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CRD#: 1321857

Professional summary

Jeffrey Michael Franklin Camarda, who also goes by Jeffrey Michael Camarda, is a registered financial advisor currently at CAMARDA WEALTH ADVISORY GROUP located in Orange Park, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jeffrey has worked at 8 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Michael Camarda

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) TaxMaster.US, LLC - ownership interest in a consulting firm that may provide estate planning, business planning, insurance consulting, tax services, and/or other non-investment financial advisory services; varying amount of time, but typically less than 15% of total professional time with respect to non-investment clients or prospective clients. 2) Family Wealth Education Institute - founder, instructor, ownership interest in an educational company that provides wealth education content to consumers and advisors; varying amount of time, but typically less than 10% of total professional time with respect to non-investment clients or prospective clients. 3.) Real Estate - Own, manage, evaluate real estate investments held in operating companies for personal investment purposes

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Franklin Camarda's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 17, 1997 - Present

CAMARDA WEALTH ADVISORY GROUP

Office #2: 4371 Us Highway 17 Suite 201, Fleming Island, FL 32003

RIA

CRD#: 113784

Orange Park, FL

Past

October 27, 1999 - September 1, 2004

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

February 24, 1993 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

February 24, 1993 - June 9, 1999

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

March 21, 1990 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

NEW YORK, NY

Past

March 21, 1990 - January 20, 1993

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

August 29, 1988 - February 25, 1989

POWER SECURITIES CORPORATION

CRD#: 15527

Past

November 23, 1984 - November 1, 1988

BLINDER, ROBINSON & CO., INC.

CRD#: 5096

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAMARDA WEALTH ADVISORY GROUP

CRD#: 113784 / SEC#: 801-61028

RIA

Registered Investment Advisory firm - (4/2/2002 Approved)

Florida

Registered Investment Advisory firm - (4/2/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/17/1997)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/7/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/17/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/11/1986

General Securities Principal Examination

Current Firm

CAMARDA WEALTH ADVISORY GROUP

CRD#: 113784 / SEC#: 801-61028

RIA

Registered Investment Advisory firm - (4/2/2002 Approved)

Florida

Registered Investment Advisory firm - (4/2/2002 Terminated)

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Contact information

Main Address

4371 Hwy 17 #201, Fleming Island, FL 32003

Mailing Address

Phone number

(904) 278-1177

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMARDA WEALTH ADVISORY GROUP ADV PART 2A BROCHURE (4/3/2025)

Regulatory assets under management

Total Number of Accounts	1,106
AUM (Assets Under Management)	$ 325,295,188

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jeffrey M. Camarda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Franklin Camarda's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUNSET FINANCIAL SERVICES, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

MONY SECURITIES CORPORATION

POWER SECURITIES CORPORATION

BLINDER, ROBINSON & CO., INC.

Primary Firm SEC Registration

CAMARDA WEALTH ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 12/7/1984

Series 7

Date: 11/17/1984

Series 24

Date: 11/11/1986

Current Firm

CAMARDA WEALTH ADVISORY GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMARDA WEALTH ADVISORY GROUP

TRUST BUT VERIFY

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