Overview
Assets Under Management: $857 million
Headquarters: LAKE MARY, FL
High-Net-Worth Clients: 243
Average Client Assets: $3 million
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