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Home > Retirement Planners > florida > lake mary > JACKSON WEALTH MANAGEMENT, LLC
JACKSON WEALTH MANAGEMENT, LLC
755 Primera Blvd
Suite 1001
Lake Mary, Florida 32746
Tel: 407-585-0235
About JACKSON WEALTH MANAGEMENT, LLC
JACKSON WEALTH MANAGEMENT, LLC, formally registered with the SEC as JACKSON WEALTH MANAGEMENT, LLC. The firm was established in 08/25/2008. They have over 2 offices throughout the country.
JACKSON WEALTH MANAGEMENT, LLC is a Lake Mary, Florida based Financial Planning firm with nearly $820,900,000 assets under management, offering retirement planning & investment advisory services to 2800 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147642 |
| SEC# | 801-69469 |
| Assets Managed by Firm | $820,900,000 |
| No. of Clients | 2800 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2800 | $820,900,000 |
| Individuals (other than high net worth individuals) | 400 | $182,700,000 |
| High net worth individuals | 230 | $638,200,000 |
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