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JACKSON WEALTH MANAGEMENT, LLC
CRD 147642 · SEC 801-69469
755 PRIMERA BLVD, SUITE 1001, LAKE MARY, FL, 32746, United States
Phone
407-585-0235
Fax
407-585-0237
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.00B
Team
10 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 622 | $200.4M |
| High net worth individuals | 278 | $869.2M |
States served
AL, CA, GA, LA, MI, NY, NC, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD