# EVERBANK WEALTH MANAGEMENT, INC.

EVERBANK WEALTH MANAGEMENT, INC. of JACKSONVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 154237
- Type: SEC-registered investment adviser
- SEC file number: 801-71589
- Location: 301 W. BAY STREET, JACKSONVILLE, FL, 32202
- Phone: 904-281-6000
- Latest filing: 2017-08-15
- Regulatory AUM: $118.2M
- Discretionary AUM: $36.1M
- Non-discretionary AUM: $82.2M
- Clients: 18
- Accounts: 193

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| HAEDIKE CHRISTINE D | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/DIRECTOR | — |
| CONOVER DAVID LAWRENCE | CEO, PRESIDENT, COO AND DIRECTOR; PRESIDENT; PRESIDENT AND DIRECTOR (+1 more) | — |
| TROTTER FRANCIS ORCHARD | CEO, DIRECTOR; DIRECTOR | — |
| LONG JOSEPH BRIAN | SENIOR VICE PRESIDENT | — |
| SWANSON KEVIN TIMOTHY | CHIEF INVESTMENT OFFICER | — |
| ELLIOTT KIMBERLY SHAW | CHIEF LEGAL OFFICER/ CHIEF COMPLIANCE OFFICER | — |
| OWENS MARY ELIZABETH | CHIEF FINANCIAL OFFICER | — |
| HOPKINS ANN M | CHIEF COMPLIANCE OFFICER | — |
| CLEMENTS ROBERT MOSSLER | DIRECTOR | — |
| WILSON BLAKE | DIRECTOR | — |
| SURFACE JOHN S | DIRECTOR | — |
| CARROLL TINA DENISE | CHIEF FINANCIAL OFFCER | — |
| ZARKOVICH CHRISTIE JUNE | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154237/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154237/similar
- Related entities: https://search.stillhousedata.com/firm/154237/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154237

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.