Jackson Wealth Management, LLC
Jackson Wealth Management, LLC (CRD# 147642) is a financial advisory firm headquartered in Lake Mary, FL. They manage $820,900,000 in 2,800 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management821MILLION
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Total Number of Accounts2,800ACCOUNTS
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Average Account Value$293,179
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, LA, ME, MI, NC, NY, PA, SC, TN, TX, VA
Matthew Jackson (CRD# 6393780) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 9 years of experience in the finance industry.
Michael McGahan (CRD# 1465645) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 19 years of experience in the finance industry.
Ashley Ohlmacher (CRD# 7222882) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 2 years of experience in the finance industry.