{"url":"https://nivawealth.com/firms/jackson-wealth-management-310496","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/310496","regulatoryAum":107026630,"crd":"310496","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6274976","suffix":null,"lastName":"JACKSON","firstName":"STEFAN","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136322","legalName":"Jackson Wealth Management, LLC","displayName":"Jackson Wealth Management","slug":"jackson-wealth-management-310496","website":"https://jacksonwealthmanagement.net/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/jwm-jackson-wealth-management","founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"115 Wilcox St Suite 220","city":"Castle Rock","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80104"},"tradeNames":["Jackson Wealth Management"],"registration":{"secApproved":"21 May 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":849417.6984126985,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":107026630,"discretionary":107026630,"discretionaryAccounts":380,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":94,"regulatoryAum":39327091},{"label":"High-net-worth individuals","clients":32,"regulatoryAum":67699539}],"feePrograms":[{"role":"main","program":"Wealth Management","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1.5,"from":0},{"to":2000000,"pct":1,"from":1000000},{"to":null,"pct":0.5,"from":2000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042181","versionId":1042181,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-04-21","documentName":"JACKSON WEALTH MANAGEMENT - ADV 2A","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:43:03.288398+00:00","documents":[{"name":"JACKSON WEALTH MANAGEMENT - ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042181","versionId":1042181,"submittedOn":"2026-04-21"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":27868033}],"custodyNote":"Jackson Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Stefan Jackson","title":"CCO, CEO","crd":"6274976"}],"ownership":[{"label":"Stefan Jackson","detail":"Cco, ceo in the 75% or more ownership band and a control person, since August 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":2,"addresses":[{"street":"115 Wilcox St Suite 220","city":"Castle Rock","headquarters":true},{"street":"5251 DTC Parkway Suite 1045","city":"Greenwood Village"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-808-5229","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":6},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":86},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"18 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/310496/PDF/310496.pdf","brochureDate":"21 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042181","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Jackson Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jackson Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Jackson Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Jackson Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Jackson Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Jackson Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jackson Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jackson Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Jackson Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}