Overview
Assets Under Management: $857 million
Headquarters: LAKE MARY, FL
High-Net-Worth Clients: 243
Average Client Assets: $3 million
Frequently Asked Questions
JACKSON WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147642), JACKSON WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JACKSON WEALTH MANAGEMENT, LLC is headquartered in LAKE MARY, FL.
JACKSON WEALTH MANAGEMENT, LLC serves 243 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, JACKSON WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JACKSON WEALTH MANAGEMENT, LLC manages $857 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, JACKSON WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 243
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.91
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,107
Discretionary Accounts: 2,869
Non-Discretionary Accounts: 238
Regulatory Filings
CRD Number: 147642
Filing ID: 1967259
Last Filing Date: 2025-03-25 13:11:00
Website: https://jacksonwm.com