Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
13yrs
Ledio Simoni
Financial advisor at Merrill
Based in Jacksonville, Florida, Ledio Simoni is a fiduciary financial advisor with 13 years of industry experience. Ledio joined Merrill in 2019, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 61% of advisors in Jacksonville
Office9000 Southside Blvd, Jacksonville, FL 32256
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowMerrillCurrent firm
Questions to ask Ledio
Tailored to Ledio’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ledio
How do I contact Ledio?
Call Ledio’s local office at (904) 565-7880 or the Merrill main office at (800) 637-7455, and ask for Ledio Simoni.
How long has Ledio been a financial advisor?
Ledio has been in the industry since 2013, about 13 years. More experience than 61% of advisors in Jacksonville.
What licenses does Ledio hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ledio a fiduciary?
Ledio is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ledio paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ledio for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Riverplace Capital Management
47yrs
Top 1% by experience in Jacksonville
Raymond James & Associates
47yrs
Top 1% by experience in Jacksonville
LPL Financial
46yrs
Top 1% by experience in Jacksonville
Arkadios Wealth Advisors
45yrs
Top 1% by experience in Jacksonville
Morgan Stanley
44yrs
Top 1% by experience in Jacksonville