Jackson Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Jackson Wealth Management reports 900 clients. They include 622 individual clients and 278 high-net-worth individuals. Of its assets, 93.6% ($1B across 2,690 accounts) are managed with discretion; $68M across 241 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 19% |
| High-net-worth individuals | 31% | 81% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 622 | $200M | 18.7% | $322K |
| High-net-worth individuals | 278 | $869M | 81.3% | $3.13M |
| Total | 900 | $1.07B | 100% | $1.19M |
- Clients
- 622
- Regulatory AUM
- $200M
- AUM share
- 18.7%
- Avg. per client
- $322K
- Clients
- 278
- Regulatory AUM
- $869M
- AUM share
- 81.3%
- Avg. per client
- $3.13M
Total
- Clients
- 900
- Regulatory AUM
- $1.07B
- AUM share
- 100%
- Avg. per client
- $1.19M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Jackson Wealth Management charges 1.00%–1.75% a year for its Asset Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed at $250 an hour, negotiable depending on scope and complexity, and is due on completion.
George Jackson owns 75% or more of Jackson Wealth Management. The leadership team of Jackson Wealth Management includes Chief Compliance Officer Ashley Henderson. It has 10 employees, 9 of them in advisory roles.
Leadership
- Ashley HendersonChief Compliance Officer/Controller
- George JacksonManaging Member
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Yulia Dance
- Ashley Henderson
- George Paul Jackson
- Matthew Paul Jackson
- Caroline Rose Johnson
- Aleksei Kitaigorod
- Edward Aloysius McDonough
- Michael Paul McGahan
Staff
- 10 employees
- 9 in advisory functions
- 9 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Jackson Wealth Management, LLC
George Jackson
Control person · since June 2008
Jackson Wealth Management’s regulatory assets grew from $759M (March 2021) to $1.07B (March 2026); clients rose from 633 to 900 and employees from 8 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.07B | 900 | 10 | 2 |
| March 2025 | $857M | 802 | 11 | 2 |
| March 2024 | $821M | 630 | 11 | 1 |
| March 2023 | $692M | 650 | 9 | 1 |
| March 2022 | $806M | 867 | 9 | 1 |
| March 2021 | $759M | 633 | 8 | 1 |
Besides its headquarters, Jackson Wealth Management has 1 office, with 2 listed addresses in Florida.
Florida · 2 listed addresses
- 755 Primera BLVD, Suite 1001, Lake MaryHQ
- 6000 Turkey Lake RD, Orlando
Contact and registration details
- Legal name
- Jackson Wealth Management, LLC
- Headquarters
- 755 Primera BLVD, Suite 1001, Lake Mary, FL 32746
- Website
- jacksonwm.com
- Phone
- 407-585-0235
- @jackson-wealth-management-llc
- SEC file
- 801-69469
- Founded
- 2008
- Structure
- Florida LLC
- Fiscal year end
- December
Jackson Wealth Management uses Charles Schwab ($986M) as custodian for its separately managed accounts. Jackson Wealth Management has custody of $63.3M in client assets for 576 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $986M100%
At year end, Jackson Wealth Management’s separately managed accounts were mostly in stocks (50%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $170M across 86 positions; the largest are Schwab Funds Value Adv (31.4%), Schwab Funds Value Adv (5.6%) and Jp Morgan Enhanced Index (5.6%).
What the accounts hold
- Stocks50%
- Funds31%
- Bonds10%
- Cash9%
Reported 13F holdings
- $170M
- Reported 13F value
- 86
- Positions
- 64.6%
- In the 10 largest
- −82.5%
- Value vs. prior quarter
- Schwab Funds Value Adv · Snaxx31.4%
- Schwab Funds Value Adv · Swvxx5.6%
- Jp Morgan Enhanced Index · 05.6%
- Scudder Vit Equity 500 Index · 04.8%
- Kla-tencor Corp. · Klac3.5%
- Broadcom Corp. · Avgo3.2%
- Mv076195x · 03.1%
- Apple Incorporated · Aapl2.6%
- Microsoft Corporation · Msft2.5%
- SPDR Series Trust Portfo · Spym2.3%
Together, the ten largest are 64.6% of reported value.
How many clients does Jackson Wealth Management have?
Jackson Wealth Management has 900 clients and manages $1.07 billion for them, as of March 2026. They include 622 individual clients and 278 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Jackson Wealth Management offer?
Jackson Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Jackson Wealth Management charge?
Jackson Wealth Management charges 1.00%–1.75% a year for its Asset Management Services. The fee is billed in advance and is negotiable.
Source: JACKSON WEALTH MANAGEMENT LLC REVISED ADV PART 2A, filed 6 March 2026
Which custodians does Jackson Wealth Management use?
Jackson Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $986M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Jackson Wealth Management have?
Jackson Wealth Management has 9 investment adviser representatives registered with state securities authorities, out of 10 employees, and 9 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jackson Wealth Management invest in?
At the end of its last fiscal year, Jackson Wealth Management’s separately managed accounts held 50% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 10% U.S. government and agency bonds and 9% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jackson Wealth Management?
Jackson Wealth Management’s direct owner is George Jackson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Jackson Wealth Management get paid?
Jackson Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Jackson Wealth Management registered with the SEC?
Yes, Jackson Wealth Management has been registered with the SEC as an investment adviser since 25 August 2008. Its CRD number is 147642 and its SEC file number is 801-69469.
Source: Form ADV Part 1A, Item 1, filed 6 March 2026; IAPD firm record
How do I contact Jackson Wealth Management?
Jackson Wealth Management’s main office is at 755 Primera BLVD, Suite 1001, Lake Mary, FL 32746. Its phone number is 407-585-0235. Its website is jacksonwm.com.