Jackson Wealth Management, LLC
● SEC registered since 2026CRD 310496SEC# 801-136322Castle Rock, CO
Reg. AUM
$107M
Employees
3
Accounts
380
Location
Castle Rock, CO
Jackson Wealth Management, LLC assets under management
Jackson Wealth Management, LLC is an SEC-registered investment adviser based in Castle Rock, CO. The firm has been registered since 2026. It reports $107 million in regulatory assets under management and employs 3 people.
Jackson Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stefan Jackson Control | Cco, Ceo | Over 75% | 2020 |
Frequently asked questions
How much does Jackson Wealth Management, LLC manage?
Jackson Wealth Management, LLC reports $107 million in regulatory assets under management on its Form ADV.
How many employees does Jackson Wealth Management, LLC have?
Jackson Wealth Management, LLC reports 3 employees.
Where is Jackson Wealth Management, LLC located?
Jackson Wealth Management, LLC is based in Castle Rock, CO and has been SEC-registered since 2026.
Does Jackson Wealth Management, LLC disclose fund performance?
Jackson Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 115 Wilcox St Suite 220, Castle Rock, CO 80104 |
| Phone | 303-808-5229 |
| Office hours | By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$107MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$107Mregulatory AUM
Discretionary $107M