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JACKSON WEALTH INC
JACKSON WEALTH LLC
CRD 323409
106 MISSION COURT, SUITE 604B, FRANKLIN, TN, 37067, United States
Phone
615-663-7387
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.8M
Discretionary AUM
$23.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $23.8M |
All web addresses on file
Official SEC filing: View on IAPD