Jackson Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Jackson Wealth Management reports 126 clients. They include 94 individual clients and 32 high-net-worth individuals. Of its assets, 100.0% ($107M across 380 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 37% |
| High-net-worth individuals | 25% | 63% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 94 | $39.3M | 36.7% | $418K |
| High-net-worth individuals | 32 | $67.7M | 63.3% | $2.12M |
| Total | 126 | $107M | 100% | $849K |
- Clients
- 94
- Regulatory AUM
- $39.3M
- AUM share
- 36.7%
- Avg. per client
- $418K
- Clients
- 32
- Regulatory AUM
- $67.7M
- AUM share
- 63.3%
- Avg. per client
- $2.12M
Total
- Clients
- 126
- Regulatory AUM
- $107M
- AUM share
- 100%
- Avg. per client
- $849K
- 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
- 11–25
Jackson Wealth Management charges 0.50%–1.50% a year for its Wealth Management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.50% |
| $1M–$2M | 1.00% |
| $2M and above | 0.50% |
Fee details and sources
Stefan Jackson owns 75% or more of Jackson Wealth Management. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Jackson Wealth Management, LLC
Stefan Jackson
Control person · since August 2020
Besides its headquarters, Jackson Wealth Management has 1 office, with 2 listed addresses in 1 state.
Colorado · 2 listed addresses
- 115 Wilcox St Suite 220, Castle RockHQ
- 5251 DTC Parkway Suite 1045, Greenwood Village
Other business names
Jackson Wealth Management has reported 1 other business name to the SEC.
- Jackson Wealth Management
Contact and registration details
- Legal name
- Jackson Wealth Management, LLC
- Headquarters
- 115 Wilcox St Suite 220, Castle Rock, CO 80104
- Website
- jacksonwealthmanagement.net
- Phone
- 303-808-5229
- @jwm-jackson-wealth-management
- SEC file
- 801-136322
- Structure
- Colorado LLC
- Fiscal year end
- December
Jackson Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($27.9M). Jackson Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $27.9M100%
At year end, Jackson Wealth Management’s separately managed accounts were mostly in funds (87%).
What the accounts hold
- Stocks6%
- Funds87%
- Registered funds86%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash8%
How many clients does Jackson Wealth Management have?
Jackson Wealth Management has 126 clients and manages $107 million for them, as of August 2026. They include 94 individual clients and 32 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does Jackson Wealth Management offer?
Jackson Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Jackson Wealth Management charge?
Jackson Wealth Management charges 0.50%–1.50% a year for its Wealth Management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: JACKSON WEALTH MANAGEMENT - ADV 2A, filed 21 April 2026
Which custodians does Jackson Wealth Management use?
Jackson Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $27.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does Jackson Wealth Management have?
Jackson Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 86% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 6% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
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 Stefan Jackson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does Jackson Wealth Management get paid?
Jackson Wealth Management is paid through a percentage of assets under management. 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
How do I contact Jackson Wealth Management?
Jackson Wealth Management’s main office is at 115 Wilcox St Suite 220, Castle Rock, CO 80104. Its phone number is 303-808-5229. Its website is jacksonwealthmanagement.net.
