Investment adviser · CRD 147642
JACKSON WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
LAKE MARY, FL, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $1.07B Form ADV · Item 5.F
- Client accounts
- 2,931 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 278 | $869,200,000 | 81.3% |
| Individuals | 622 | $200,400,000 | 18.7% |
Filing source
Form ADV 2065283 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
755 PRIMERA BLVD, SUITE 1001LAKE MARY, FL, 32746, United States
CRD 147642
Filing source
Form ADV 2065283 · Mar 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.