Jackson Wealth Management, LLC
● SEC registered since 2008CRD 147642SEC# 801-69469Lake Mary, FL
Reg. AUM
$1.07B
Employees
10
Accounts
2,931
Location
Lake Mary, FL
Jackson Wealth Management, LLC assets under management
Jackson Wealth Management, LLC operates as an SEC-registered investment adviser based in Lake Mary, FL. The firm has been registered since 2008. It reports $1.1 billion in regulatory assets under management and employs 10 people.
Jackson Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Marie Henderson Control | Chief Compliance Officer/Controller | Under 5% | 2022 |
| George Paul Jackson Control | Managing Member | Over 75% | 2008 |
Frequently asked questions
How much does Jackson Wealth Management, LLC manage?
Jackson Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Jackson Wealth Management, LLC have?
Jackson Wealth Management, LLC reports 10 employees.
Where is Jackson Wealth Management, LLC located?
Jackson Wealth Management, LLC is based in Lake Mary, FL and has been SEC-registered since 2008.
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 | 755 Primera Blvd, Suite 1001, Lake Mary, FL 32746 |
| Phone | 407-585-0235 |
| Fax | 407-585-0237 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1536799 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.07B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1BNon-discretionary $68M