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JACKSON PRIVATE WEALTH MANAGEMENT, INC.
CRD 164880
434 DELANNOY AVE, SUITE 201, COCOA, FL, 32922, United States
Phone
321-735-9872
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.0M
Discretionary AUM
$16.0M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $4.0M |
| High net worth individuals | 10 | $12.0M |
All web addresses on file
- https://www.simplecash.financial
- HTTPS://WWW.JACKSON.FINANCIAL
- HTTPS://WWW.FACEBOOK.COM/JACKSONPRIVATEWEALTHMANAGEMENTINC/
- HTTP://WWW.THINKTANKFIRM.COM
- HTTPS://WWW.LINKEDIN.COM/IN/SCOTT-JACKSON-AAMS-CRPC-2B3A724/
- https://www.twitter.com/jacksonpwm
- https://www.youtube.com/channel/UC3vt6l62z1h-xxR3zSdaeAQ/videos
- https://www.youtube.com/@jacksonprivatewealthmanagement
- https://www.jackson.financial/simplecash
Official SEC filing: View on IAPD