Stefan Jackson has been CCO, CEO of Jackson Wealth Management since August 2020, is a control person of the firm and directly owns 75% or more of it. Stefan Jackson holds a Bachelor's in Finance from the University of Colorado at Boulder and a Certificate in Financial Planning from Northwestern University School of Professional Studies.
Jackson Wealth Management, LLC is a Castle Rock, CO firm with $107M under management, 126 clients and 1 adviser across 2 offices, as of its August 2026 filing.
Stefan Jackson is Financial Planner & Portfolio Manager of Jackson Wealth Management, based in Castle Rock, Colorado. He is the founder and sole owner of the firm. He began his financial services career at AIG Retirement Services, then worked at a consulting group affiliated with Lincoln Financial Group before serving as Vice President-Financial Advisor at Personal Capital.
Stefan Jackson’s longest registration is the current one, 5 years at Jackson Wealth Management since 2020. Before joining Jackson Wealth Management in 2020, Stefan Jackson was registered through Personal Capital Advisors Corporation and Lincoln Financial Advisors Corporation.
- Farther– · under a yearCentennial, CO · Adviser representative · Firm CRD 302050
- – present · 5 yearsCastle Rock, CO · Adviser representative · Firm CRD 310496
- Personal Capital Advisors Corporation– · 3 yearsDenver, CO · Adviser representative · Firm CRD 155172
- Lincoln Financial Advisors Corporation– · under a yearDenver, CO · Adviser representative · Firm CRD 3978
- Valic Financial Advisors, Inc.– · 2 yearsPlano, TX · Adviser representative · Firm CRD 42803
Professional designations
Listed by Jackson Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Stefan Jackson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2020; the most recent is Texas, in February 2023.
- ColoradoSince 23 October 2020
- TexasResidentSince 16 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 March 2014 |
| Series 7 | General Securities Representative Examination | 31 January 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6274976
- Firm
- Jackson Wealth Management · CRD 310496
- Role
- CCO, CEO
- Office
- 115 WILCOX ST SUITE 220, Castle Rock, CO 80104
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jacksonwealthmanagement.net
Where does Stefan Jackson work?
Stefan Jackson has been CCO, CEO of Jackson Wealth Management, LLC since August 2020, and is a control person of the firm.
Is Stefan Jackson a financial advisor?
Yes. Stefan Jackson has a current investment-adviser registration in Colorado and Texas, through Jackson Wealth Management since October 2020.
How many years of experience does Stefan Jackson have?
Stefan Jackson has 12 years in the financial industry, since March 2014, across 5 adviser firms.
What exams has Stefan Jackson passed?
Stefan Jackson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2014. FINRA credited Stefan Jackson with the SIE, which began in October 2018.
Where did Stefan Jackson work before Jackson Wealth Management?
Before Jackson Wealth Management, Stefan Jackson was registered through Personal Capital Advisors Corporation, June 2017 to August 2020; Lincoln Financial Advisors Corporation, November 2016 to June 2017; Valic Financial Advisors, Inc., April 2014 to November 2016.
Where is Stefan Jackson based?
Stefan Jackson’s registered office is in Castle Rock, CO.
Is Stefan Jackson registered with FINRA?
No. Stefan Jackson has no current broker registration.
Is Stefan Jackson a CFP?
Jackson Wealth Management lists Stefan Jackson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Stefan Jackson, CFP® biography, jacksonwealthmanagement.net
How can I verify Stefan Jackson’s record?
Search CRD 6274976 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stefan Jackson’s full registration record.