Jeffery Albaneze
Atlantic Edge Wealth · Jacksonville, Florida
Jeffery Albaneze is a fee-only financial advisor at Atlantic Edge Wealth in Jacksonville, Florida, who holds the CFP credential. Jeffery charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Atlantic Edge Wealth |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $604.3M across 907 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6674627 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.atlanticedgewealth.com |
| Profile |
How Jeffery's firm compares
- Atlantic Edge Wealth's average account is about $666,000, from its Form ADV (assets managed divided by 907 accounts).
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Questions about Jeffery
Is Jeffery Albaneze a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffery holds no broker registration, and Atlantic Edge Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffery charge for financial advice?
Jeffery charges a percentage of assets.
How much does Jeffery charge?
According to Atlantic Edge Wealth's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Jeffery Albaneze based?
Jeffery Albaneze is based in Jacksonville, Florida.
What does Jeffery specialize in?
Jeffery's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Jeffery Albaneze hold?
Jeffery Albaneze holds the CFP credential.
Is Jeffery Albaneze registered with the SEC?
Yes. Jeffery Albaneze is registered as an investment adviser representative in FL (CRD 6674627), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlantic Edge Wealth manage?
Atlantic Edge Wealth reports $604.3M across 907 accounts in assets under management.
How do I contact Jeffery Albaneze?
Through Jeffery's website, www.atlanticedgewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Atlantic Edge Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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