Jeffery T. Albaneze

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

Jacksonville, FL

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CRD#: 6674627

Professional summary

Jeffery T Albaneze, CFP®, CIMA® is a registered financial advisor currently at ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT located in Jacksonville, Florida.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeffery has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery T Albaneze'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®

CFP^®

Certified Financial Planner

Start date: 2016

CIMA^®

Certified Investment Management Analyst

Experience

Current

September 19, 2023 - Present

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

RIA

CRD#: 327354

Jacksonville, FL

Past

April 5, 2017 - September 25, 2023

BDO WEALTH ADVISORS, LLC

RIA

CRD#: 222525

JACKSONVILLE, FL

Past

November 9, 2016 - May 19, 2017

LBA WEALTH MANAGEMENT, LLC

RIA

CRD#: 113309

JACKSONVILLE, FL

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".

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

AEPWM | ATLANTIC EDGE WEALTH | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

CRD#: 327354 / SEC#: 801-128750

RIA

Registered Investment Advisory firm - (9/15/2023 Approved)

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
(9/19/2023)

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

Current Firm

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

AEPWM | ATLANTIC EDGE WEALTH | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

CRD#: 327354 / SEC#: 801-128750

RIA

Registered Investment Advisory firm - (9/15/2023 Approved)

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Contact information

Main Address

Jacksonville, FL

Mailing Address

Phone number

(904) 719-1360

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATLANTIC EDGE ADV PART 2A BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	869
AUM (Assets Under Management)	$ 535,092,704

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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Jeffery T. Albaneze

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery T Albaneze's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

BDO WEALTH ADVISORS, LLC

LBA WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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