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Jackson Wealth Management, LLC

● SEC registered since 2026CRD 310496SEC# 801-136322Castle Rock, CO
Export (members)
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.
www.linkedin.com/in/stefanjacksonView on SEC.gov ↗

Jackson Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Stefan Jackson ControlCco, CeoOver 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

Address115 Wilcox St Suite 220, Castle Rock, CO 80104
Phone303-808-5229
Office hoursBy Appointment Only
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107M
Non-discretionary$0
Total (RAUM)$107M