JACKSON WEALTH MANAGEMENT, LLC

Company Profile

As of Date 08/18/2026
ADV Location United States, FL
Websites
AUM* 1,176,626,630 27%
of that, discretionary 1,108,626,630 45%
Number of Employees 11
of those in investment advisory functions 10 67%
Private Fund GAV* 0
Avg Account Size 355,369 30%
High Net Worth 30.21% -17%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Recent News

Reported AUM

1B 950M 792M 634M 475M 317M 158M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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