Verified B2B Dataset

List of Financial planners in Jacksonville

Looking for a verified List of Financial planners in Jacksonville to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 367 Financial planners across Jacksonville, Oregon, United States as of June 1, 2026.

This comprehensive List of Financial planners in Jacksonville gives you access to 263 records with email addresses, 359 with phone numbers, and 258 listings containing both. Additionally, over 313 Financial planners include verified websites many featuring direct contact page URLs to make outreach fast and efficient.

Our data also highlights strong social media engagement, with 214 Financial planners on Facebook, 125 on Instagram, 157 on X (formerly Twitter), 172 on LinkedIn, and 97 managing active YouTube channels.

Plus, over 88 Financial planners have real user ratings making this dataset perfect for reputation management, market research, or customer acquisition.

Whether you're connecting with local businesses, building a B2B marketing campaign, or study market trends, this List of Financial planners in Jacksonville provides everything for you to connect with active, visible, and verified businesses.

367+
Total Records
71.7%
Email Coverage
97.8%
Phone Coverage
85.3%
Website Coverage
Last Updated: June 1, 2026

What's Inside This Dataset

263

Email addresses ready for campaigns

71.7%

359

Direct phone numbers for outreach

97.8%

258

Complete contacts — phone & email both

70.3%

313

Businesses with a live website

85.3%

Social Media Reach

214

Facebook

125

Instagram

172

LinkedIn

97

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated June 1, 2026

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Sample Preview

Financial planners List in Jacksonville

Browse a random sample of 15 records — see the exact fields and data quality before you download.

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Jones & Associates Premier Financial Solutions

Address
JacksonvilleOregonUnited States
Email
Phone
9
4.8

Pioneer Wealth Advisors

Address
JacksonvilleOregonUnited States
Email
Phone
3
3.7

Seebol Wealth Advisors

Address
JacksonvilleFloridaUnited States
Email
Phone
0
0

Taylor McGrew - Financial Advisor, Ameriprise Financial Services, LLC

Address
JacksonvilleArkansasUnited States
Email
Phone
0
0

Mike Hindman Wealth Advisors AL LLC

Address
JacksonvilleAlabamaUnited States
Email
Phone
0
0

Prudential Mandarin Office

Address
JacksonvilleFloridaUnited States
Email
Phone
0
0

Ronnie M. Beaman, CPA

Address
JacksonvilleFloridaUnited States
Email
Phone
2
5

Chip Crabtree, III

Address
JacksonvilleFloridaUnited States
Email
Phone
1
5

Riversidewealthmanagement

Address
JacksonvilleFloridaUnited States
Email
Phone
0
0

Whitney Walter - Northwestern Mutual Life Insurance

Address
JacksonvilleFloridaUnited States
Email
Phone
1
5

Practice Financial Group, LLC

Address
JacksonvilleOregonUnited States
Email
Phone
19
5

Mercer Advisors - Jacksonville

Address
JacksonvilleFloridaUnited States
Email
Phone
0
0

Gunn & Company Investment Management

Address
JacksonvilleFloridaUnited States
Email
Phone
0
0

Lawrence Financial Services

Address
JacksonvilleFloridaUnited States
Email
Phone
0
0

Reed Stephens - Financial Advisor, Ameriprise Financial Services, LLC

Address
MandevilleLouisianaUnited States
Email
Phone
0
0

Verified Data

Every record is cross-verified for accuracy before delivery.

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Rich Field Coverage

Business info, contacts, social profiles, ratings and more.

This is a randomized preview — the full database contains 367 records with complete field coverage.

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Top Categories

Top business categories in Jacksonville

Most popular business categories across Jacksonville

Category
Financial planners
Use Cases

What You Can Do with the List of Financial planners in Jacksonville

The List of Financial planners in Jacksonville is a structured market intelligence dataset with 367 verified Financial planners records covering the full Jacksonville, Oregon, United States market. Use it to research a market before entering it, identify the right businesses to target, enrich your CRM, or power outreach across email, phone, and social.

Financial planners Market Intelligence for Jacksonville, Oregon, United States: 367 Verified Businesses

Before entering a market, pitching a service, or planning a territory, you need to know what's actually there. This dataset gives you a complete, structured view of the Financial planners industry in Jacksonville, Oregon, United States. Not estimates; real business records:

Market sizing: Know exactly how many Financial planners operate in Jacksonville, Oregon, United States, broken down by city and state, so you can size a territory or addressable market before committing budget.

Competitive landscape: See business density by area, identify saturated vs. underserved zones, and benchmark the rating distribution across the entire Financial planners market in Jacksonville.

Franchise & expansion research: Use the full Jacksonville, Oregon, United States dataset to find white-space markets, analyse where competitors are clustered, and shortlist the best locations for new openings or franchisee recruitment.

Due diligence & sourcing: Researchers, consultants, and investors use this data to verify market claims, audit industry size, and identify acquisition or partnership targets.

Structured Financial planners Data for Jacksonville, Oregon, United States, Ready for Any Tool or Analysis

This is not a scraped list. It is a structured, verified dataset built for analysts, developers, and growth teams who need reliable Financial planners business data in Jacksonville, Oregon, United States they can actually work with:

Clean, structured format: Every record includes business name, address, phone, email, website, Google rating, and social handles, consistently formatted and ready to import without cleaning.

CRM & database import: Load directly into HubSpot, Salesforce, Zoho, Pipedrive, or any SQL/NoSQL database. Column names are standardised to match common field schemas out of the box.

Ad platform audiences: Upload to Google Ads Customer Match, Meta Custom Audiences, or LinkedIn Matched Audiences to run precision campaigns against your exact Financial planners segment in Jacksonville, Oregon, United States.

API & automation friendly: Use the CSV or Excel export as a data source for n8n, Make, Zapier, or custom pipelines to seed a prospecting workflow, enrich existing records, or power a local directory.

Contact Financial planners Decision-Makers in Jacksonville, Oregon, United States: 263 Emails and 359 Phone Numbers

For teams that need to reach Financial planners owners in Jacksonville, Oregon, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:

Email outreach: 263 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Jacksonville.

Phone prospecting: 359 direct business phone numbers, compatible with auto-dialers, VoIP tools, and SDR platforms for efficient call campaigns.

Hyper-local targeting: Filter contacts by city, suburb, or star rating before reaching out, so every message is relevant to the specific segment you're pitching rather than a mass blast.

Personalised at scale: The included ratings, website status, and social presence let you tailor your opening line to each business without manual research on every prospect.

Financial planners Social Media Presence and Online Activity in Jacksonville, Oregon, United States

Beyond contact details, this dataset maps the online footprint of Financial planners in Jacksonville, Oregon, United States, including 214 Facebook, 125 Instagram, and 172 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:

Digital maturity analysis: See which Financial planners in Jacksonville, Oregon, United States are active on social media vs. which have no online presence. Valuable intelligence for web design, SEO, and digital marketing agencies.

Social channel outreach: Reach Financial planners owners on the platforms they actually use. Facebook for local operators, LinkedIn for B2B decision-makers, Instagram for lifestyle and hospitality brands.

Influencer & partnership sourcing: Identify Financial planners with strong social followings for co-marketing deals, sponsored content, or brand ambassador conversations.

Audience building: Upload social profiles to Meta and LinkedIn to build matched audiences and lookalikes, targeting Financial planners owners in Jacksonville who already have an established online presence.

Download the Financial planners Database for Jacksonville, Oregon, United States: One-Time, No Subscription

If you've been searching for a verified Financial planners email list, phone number database, or business directory for Jacksonville, Oregon, United States, this is it. 367 records, instantly downloadable, starting at $10:

What's included: Business name, phone, email, mailing address, website, Google rating, review count, and social media profiles, all in one file.

Instant download: No waiting, no approval process. Pay and download immediately as CSV or Excel.

Verified & active only: Filtered to businesses with active listings and a minimum number of records, with no ghost entries or duplicates from inactive locations.

Own it outright: One-time purchase at $10. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.

The List of Financial planners in Jacksonville gives you a single, reliable source of truth for the Financial planners market in Jacksonville, Oregon, United States: 367 verified business records you can analyse, segment, import, or act on immediately. Whether you need market intelligence before a strategic decision or contact data to support a campaign, it's all in one download.

Contact Coverage

Contact Data for Financial planners in Jacksonville

367 total records · Updated June 1, 2026

359

Phone Numbers

97.8% of records

263

Email Addresses

71.7% of records

258

Both Phone & Email

70.3% complete contact info

Records with both phone and email enable multi-channel outreach — combining cold email, calling, and SMS for significantly higher conversion rates than single-channel campaigns.

Social Media

Social Media Coverage for Financial planners in Jacksonville

Reach your prospects across every major social platform

214

Facebook Profiles

58.3%

125

Instagram Handles

34.1%

172

LinkedIn Profiles

46.9%

157

X / Twitter Handles

42.8%

97

YouTube Channels

26.4%

Use social profile data to build Meta Custom Audiences, run LinkedIn ABM campaigns, and identify high-follower accounts for partnership outreach — all from the same dataset.

Website Presence

Financial planners in Jacksonville: Website Presence Breakdown

367 total records · Updated June 1, 2026

313

Financial planners with a website

85.3% of total

54

Financial planners without a website

14.7% of total

54 businesses without a website in Jacksonville represent high-intent prospects for web design, local SEO, and digital marketing services.

Ratings Breakdown

Financial planners in the Jacksonville By Ratings

8

Number of 1 star-rated Financial planners in Jacksonville

17

Number of 2 star-rated Financial planners in Jacksonville

13

Number of 3 star-rated Financial planners in Jacksonville

11

Number of 4 star-rated Financial planners in Jacksonville

88

Number of 5 star-rated Financial planners in Jacksonville

FAQ

Frequently Asked Questions about Financial planners in Jacksonville

Everything you need to know about our financial planners database for Jacksonville — from data quality and coverage to pricing and formats.

How many Financial planners are there in Jacksonville?

Our verified database contains 367 financial planners across Jacksonville. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the Jacksonville financial planners market for sales prospecting, competitive research, and territory planning.

Where can I buy a verified Financial planners leads database for Jacksonville?

InfiniteLeadsHub is the leading source for a verified, ready-to-use financial planners leads database for Jacksonville. Every record is curated for accuracy and freshness, so your sales team spends time selling rather than cleaning data. The database is used by marketers, business development professionals, and agencies running targeted B2B outreach campaigns.

How do I download the Financial planners leads list for Jacksonville?

After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial planners dataset for Jacksonville. Files are delivered in your chosen format (CSV or Excel) so you can import them directly into your CRM, email marketing platform, or data analysis tool within minutes of purchase.

Can I preview a sample of the Financial planners data before buying?

Yes. InfiniteLeadsHub offers a free sample dataset so you can evaluate data quality, available fields, and format compatibility before committing to a purchase. The sample gives you a representative slice of the full Jacksonville financial planners database, including contact fields, social profiles, and ratings data.

What file formats is the Financial planners data available in?

The Jacksonville financial planners dataset is available in CSV, Excel (XLSX), and JSON formats. CSV and Excel files load directly into CRMs like Salesforce, HubSpot, and Zoho. JSON is ideal for developers integrating the data into custom applications or internal tools.

How much does the Financial planners database for Jacksonville cost?

The complete financial planners leads database for Jacksonville is priced at $10. This one-time purchase gives you instant access to all 367 records, including contact details, social profiles, website data, and ratings. There are no recurring fees or record limits — it is a cost-effective alternative to expensive lead generation subscriptions.

How many Financial planners in Jacksonville have phone numbers?

359 financial planners in Jacksonville (98% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting Jacksonville financial planners.

How many Financial planners in Jacksonville have email addresses?

263 financial planners in Jacksonville (72% of the total) include a email address. Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for drip campaigns, product announcements, newsletter outreach, and personalized cold email sequences.

How many Financial planners in Jacksonville have both a phone number and email address?

258 financial planners in Jacksonville have both a phone number and email address. These dual-contact records enable multi-channel outreach strategies, combining cold calls with email follow-ups to significantly improve response rates and pipeline conversion.

How many Financial planners in Jacksonville are on LinkedIn?

172 financial planners in Jacksonville maintain an active LinkedIn presence. LinkedIn is the most powerful platform for B2B prospecting, enabling direct outreach to decision-makers, owners, and managers, as well as account-based marketing and professional brand awareness campaigns.

How many Financial planners in Jacksonville have a Facebook page?

214 financial planners in Jacksonville have a Facebook business page. Facebook pages are a strong signal of digital engagement and community presence. This data is valuable for targeted social ad audiences and retargeting campaigns, identifying businesses already investing in digital marketing.

How many Financial planners in Jacksonville have an Instagram profile?

125 financial planners in Jacksonville are active on Instagram. Instagram presence indicates a business is actively building brand awareness and engaging a visual audience. This data helps agencies identify digitally active prospects for social media management or paid advertising pitches.

How many Financial planners in Jacksonville are active on X (Twitter)?

157 financial planners in Jacksonville maintain an X (formerly Twitter) presence. Businesses active on X tend to prioritize real-time communication, customer engagement, and brand voice. This is a useful signal for PR firms, community management agencies, and SaaS tools targeting socially active businesses.

How many Financial planners in Jacksonville have a YouTube channel?

97 financial planners in Jacksonville have a YouTube channel. YouTube presence signals a commitment to video content marketing and brand storytelling. These businesses are high-value prospects for video production agencies and content marketing services.

How many Financial planners in Jacksonville have a website?

313 financial planners in Jacksonville (85%) have an active business website. Website presence is a key indicator of digital maturity and searchability. This subset is ideal for SEO agencies, web hosting providers, and SaaS platforms targeting established, digitally engaged businesses.

How many Financial planners in Jacksonville do not have a website?

54 financial planners in Jacksonville currently operate without a business website. These represent high-intent, overlooked prospects for web design agencies, local SEO providers, Google Business optimization services, and digital marketing consultants looking for businesses with clear room to grow online.

How many Financial planners in Jacksonville have a 5-star rating?

88 financial planners in Jacksonville hold a 5-star rating. Top-rated businesses are strong sales targets for premium B2B services and partnership proposals, as they have demonstrated market traction and customer satisfaction that supports sustained growth.

How many Financial planners in Jacksonville have a 4-star rating?

11 financial planners in Jacksonville carry a 4-star rating. These are high-performing, credible businesses with strong reputations. They make excellent prospects for premium services, enterprise software, and professional B2B solutions targeting growth-oriented operators.

How many Financial planners in Jacksonville have a 3-star rating?

13 financial planners in Jacksonville have a 3-star rating, suggesting room for improvement in operations or customer experience. These businesses are prime prospects for reputation management services and customer feedback tools.

How many Financial planners in Jacksonville have a 2-star rating?

17 financial planners in Jacksonville carry a 2-star rating, indicating recurring pain points in customer experience or service delivery. Vendors offering reputation recovery and review management solutions will find these businesses highly receptive to outreach.

How many Financial planners in Jacksonville have a 1-star rating?

8 financial planners in Jacksonville have a 1-star rating. These businesses face significant competitive and reputational challenges. Crisis management agencies and consultants may find targeted outreach to this group particularly effective.

Is the Financial planners contact data in Jacksonville legal to use for B2B outreach?

Yes. All data in our financial planners database 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 for the US, CASL for Canada, and GDPR guidelines for EU-targeted campaigns to ensure your outreach remains fully compliant.

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