List of Investment services in Jacksonville
Jacksonville, Florida, has 227 investment services in this dataset, last verified September 4, 2026. It is the biggest market for investment services among the 11 Florida cities we track, ahead of Tampa (203). Local listings make up 5.4% of all investment services in Florida.
133 investment services in Jacksonville list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 58.6% is in line with the Florida average (55.8%), and 99.1% of listings include a phone number.
With 86.8% already online (in line with 86.7% across Florida), only 30 investment services in Jacksonville lack a website, so site improvements and SEO are the stronger pitch. 125 of their websites list a contact page URL.
58% of the 93 rated investment services in Jacksonville hold a 5-star average, below the Florida figure of 67%. The 12 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
128
39
72
25
YouTube
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Investment services List in Jacksonville
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
North Florida Financial | Address | Jacksonville | Florida | United States | Email | Phone | 2 | 5 | — | — | — | — | |||
NestEggs Retirement Plan Services Inc | Address | Jacksonville | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Reed Forrestel - Financial Advisor, Ameriprise Financial Services, LLC | Address | Jacksonville | Florida | United States | Email | Phone | 0 | 0 | — | — | — | ||||
DS Drelich & Associates | Address | Jacksonville | Florida | United States | Email | Phone | 5 | 5 | — | — | — | — | |||
Raymond James Financial Services | Address | Jacksonville | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
CoinFlip Bitcoin ATM - King Food Discount (Jacksonville) | Address | Jacksonville | Florida | United States | Email | Phone | 2 | 1 | — | ||||||
Wells Fargo Advisors | Address | Jacksonville | North Carolina | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC | Address | Jacksonville | Florida | United States | Email | Phone | 1 | 5 | — | — | — | ||||
Adam McDonough - Financial Advisor, Ameriprise Financial Services, LLC | Address | Jacksonville | Florida | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Wells Fargo Advisors | Address | Jacksonville | Florida | United States | Email | Phone | — | 2 | 5 | — | — | — | — | ||
Navy Federal Credit Union | Address | Jacksonville | North Carolina | United States | Email | Phone | 89 | 3.9 | |||||||
Navy Federal Credit Union | Address | Jacksonville | Florida | United States | Email | Phone | 67 | 4 | |||||||
Pineaple Investment Group | Address | Jacksonville | Florida | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
Upper Deck Wealth Management - Ameriprise Financial Services, LLC | Address | Jacksonville | Florida | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Liesl Savage - Financial Advisor, Ameriprise Financial Services, LLC | Address | Jacksonville | Florida | United States | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 227 records with complete field coverage.
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227 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Jacksonville
Most popular business categories across Jacksonville
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Jacksonville
This list is built for teams that sell to investment services: financial software vendors, lead generation partners and managed IT and security providers. It covers 227 investment services in Jacksonville, with the fields to call, email, segment and map them.
Who Sells to Investment services in Jacksonville, Florida
Each of these buyers can work the 227 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 227 investment services in Jacksonville.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in Jacksonville, Florida
Start with the 133 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (225): 99.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (133): 58.6% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (128): 56.4% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Jacksonville, Florida
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- No website listed (30): 13% of investment services in Jacksonville have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (12): businesses with poor Google ratings, prospects for reputation management and review generation services.
Local Coverage Plan for Jacksonville
With 227 investment services in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 227 investment services in Jacksonville and plan visit days by neighborhood.
- Postal code patches: split Jacksonville by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 10 other Florida cities we track are the next step once Jacksonville accounts are covered.
Data Coverage for Investment services in Jacksonville
227 records · verified September 4, 2026
- Phone numbers
- 225
- Email addresses
- 133
- Phone and email
- 133
- Websites
- 197
Google ratings· 93 rated (41%)
58% hold 5 stars
- 1-star rated
- 6
- 6.5% of rated
- 2-star rated
- 6
- 6.5% of rated
- 3-star rated
- 16
- 17.2% of rated
- 4-star rated
- 11
- 11.8% of rated
- 5-star rated
- 54
- 58.1% of rated
Social profiles:
- Facebook:128· 56.4%
- LinkedIn:72· 31.7%
- Instagram:39· 17.2%
- X (Twitter):36· 15.9%
- YouTube:25· 11%
Investment services in Jacksonville are an email-friendly, Facebook-heavy market: 99.1% list a phone number and 58.6% publish an email. Among 93 rated investment services, 58% hold 5 stars, a mostly positive spread.
Related Investment services by Location
Browse datasets for Investment services across nearby locations
Frequently asked questions about Investment services in Jacksonville, Florida
Everything you need to know about our investment services database for Jacksonville, Florida: data quality, coverage, freshness, pricing, and formats. Last updated September 4, 2026.
How many Investment services are there in Jacksonville, Florida?
There are 227 investment services in Jacksonville, Florida in our verified database, as of September 4, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Jacksonville market for sales prospecting and territory planning.
How up to date is the Investment services data for Jacksonville, Florida?
This dataset was last updated in September 4, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Investment services database for Jacksonville, Florida?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Investment services businesses in Jacksonville, Florida?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Jacksonville, Florida as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Investment services database for Jacksonville, Florida cost?
The complete investment services leads database for Jacksonville, Florida costs $10 as a one-time payment.
You get instant access to all 227 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need investment services contacts in Jacksonville, Florida specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Investment services data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Jacksonville, Florida investment services database, including contact fields, social profiles, and ratings data.
How do I download the Investment services list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Investment services in Jacksonville, Florida have phone numbers?
225 investment services in Jacksonville, Florida (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Investment services in Jacksonville, Florida have email addresses?
133 investment services in Jacksonville, Florida (59%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Investment services in Jacksonville, Florida have both a phone number and an email address?
133 investment services in Jacksonville, Florida have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Investment services in Jacksonville, Florida are active on social media?
Social profile coverage for investment services in Jacksonville, Florida: 72 on LinkedIn, 128 on Facebook, 39 on Instagram, 25 on YouTube, 36 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Investment services in Jacksonville, Florida have a website?
197 investment services in Jacksonville, Florida (87%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Investment services in Jacksonville, Florida do not have a website?
30 investment services in Jacksonville, Florida operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Investment services in Jacksonville, Florida?
Rating breakdown for investment services in Jacksonville, Florida: 54 with a 5-star rating, 11 with a 4-star rating, 16 with a 3-star rating, 6 with a 2-star rating, 6 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Investment services data for all of Florida or the entire US?
Yes. Beyond Jacksonville, we offer the complete Investment services database for Florida and a national all-50-states version.
If you buy the Jacksonville list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Jacksonville, Florida legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.