| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Marie Henderson Control | Chief Compliance Officer/Controller | Under 5% | 2022 |
| George Paul Jackson Control | Managing Member | Over 75% | 2008 |
Jackson Wealth Management, LLC reports $856.7 million in regulatory assets under management on its Form ADV.
Jackson Wealth Management, LLC reports 11 employees.
Jackson Wealth Management, LLC is based in Lake Mary, FL and has been SEC-registered since 2008.
Jackson Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $798M |
| Non-discretionary | $58.7M |
| Total (RAUM) | $856.7M |