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Clifford Jonathan Camarda

Clifford Jonathan Camarda

CFP®, ChFC®, CLU®, CPWA®
ADVISOR SHARE WEALTH MANAGEMENT
Fleming Island, FL
·CRD# 2357470·33 years experience

Professional Summary

Clifford Jonathan Camarda, CFP®, ChFC®, CLU®, CPWA®, who also goes by Cj Camarda, Clifford J Camarda, Jonathan Camarda, is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Fleming Island, Florida. Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Clifford has worked at 7 firms and has passed the Series 65 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Cj Camarda, Clifford J Camarda, Jonathan Camarda

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2010
ChFC®
Chartered Financial Consultant
CLU®
Chartered Life Underwriter
CPWA®
Certified Private Wealth Advisor

Years of Experience

33 years in the financial services industry

Current & Past Employments

ADVISOR SHARE WEALTH MANAGEMENT, LLC·CRD# 307997
RIA
1505 Vineland Circle Unit C, Fleming Island, FL 32003
December 23, 2025 - Present
CAMARDA WEALTH ADVISORY GROUP·CRD# 113784
RIA
Ocala, FL
November 11, 2021 - January 16, 2026
CARROLL FINANCIAL ASSOCIATES INC·CRD# 105427
RIA
Jacksonville, FL
January 23, 2019 - November 4, 2021
PROSPERITY CAPITAL GROUP, INC.·CRD# 149414
RIA
Jacksonville Beach, FL
November 23, 2016 - March 7, 2019
CAMARDA WEALTH ADVISORY GROUP·CRD# 113784
RIA
Orange Park, FL
August 27, 2001 - July 5, 2016
SUNSET FINANCIAL SERVICES, INC.·CRD# 3538
BD
Kansas City, MO
March 26, 2001 - September 1, 2004
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY·CRD# 5181
BD
Boston, MA
March 4, 1996 - May 1, 1997
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Boston, MA
March 4, 1996 - December 31, 1999
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY·CRD# 5181
BD
Boston, MA
June 30, 1993 - August 30, 1994
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Boston, MA
June 30, 1993 - August 30, 1994

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Current Firm

AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - SEC (1/3/2023 Approved)
Michigan
Registered Investment Advisory firm - Michigan (1/19/2023 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (2/13/2023 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (5/22/2023 Cancelled)
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).

Contact Information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Phone Number

(866) 232-3251

# of Employees

47

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (8/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,531

AUM (Assets Under Management)

$376,943,321

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. DBA OF PEAK ALPHA WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: JACKSONVILLE BEACH, FL NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: OWNER AND FINANCIAL ADVISOR START DATE: 03/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PORTFOLIO MANAGEMENT SUPPORT FOR CAMARDA WEALTH / PEAK ALPHA STRATEGIES; FIXED QUARTERLY COMPENSATION THROUGH PEAK ALPHA 2. NAME OF OTHER BUSINESS: PARK PLACE REALTY INC INVESTMENT RELATED: YES ADDRESS: JACKSONVILLE BEACH, FL NATURE OF BUSINESS: REAL ESTATE START DATE: 03/2019 APX NUMBER OF HOURS PER WEEK: 1 to 2 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 POSITION/TITLE/RELATIONSHIP: REAL ESTATE AGENT BRIEF DESCRIPTION OF DUTIES: REFER INDIVIDUALS WHOM EXPRESS INTEREST IN REAL ESTATE TRANSACTIONS TO PARK PLACE REALTY NETWORK 3. NAME OF OTHER BUSINESS: INSTITUTIONAL EQUITY SOLUTIONS, LLC INVESTMENT RELATED: YES ADDRESS: ORANGE PARK, FL NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2010 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: 100% OWNER OF LLC USED TO RECEIVE COMPENSATION FROM CAMARDA WEALTH ADVISORY GROUP 4. SELECT STRATEGIES INVESTMENT RELATED: YES ADDRESS: JACKSONVILLE BEACH, FL NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: OWNER AND FINANCIAL ADVISOR START DATE: 03/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES

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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".
AS
ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122
RIA
Registered Investment Advisory firm - SEC (1/3/2023 Approved)
Michigan
Registered Investment Advisory firm - Michigan (1/19/2023 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (2/13/2023 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (5/22/2023 Cancelled)
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.
IAR
Florida
(12/23/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2001About the Series 65 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1993About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Clifford Jonathan Camarda's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Clifford Jonathan Camarda
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