Caroline Johnson
Investment Adviser Representative at Jackson Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Caroline Rose Johnson is an investment adviser representative with Jackson Wealth Management, LLC in Lake Mary, FL, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jackson Wealth Management, LLCDec 2025 – no end date reportedLake Mary, FL
- Jackson Wealth Management, LLCMay 2026 – no end date reportedLake Mary, FL
- CWM, LLCMay 2026 – no end date reportedOmaha, NE
- Jackson Wealth Management, LLCAug 2022 – May 2026Lake Mary, FL
- Dicks Sporting GoodsNov 2020 – Jul 2021Orlando, FL
- First WatchFeb 2019 – Nov 2019Oviedo, FL
- Boardwalk BOWLJul 2017 – Sep 2018Orlando, FL
- Winter PARK HIGH SchoolSep 2014 – May 2018Winter Park, FL
- Full-time StudentAug 2018 – Dec 2022Orlando, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Jackson Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment management, retirement planning, tax planning, and estate planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Lake Mary, FL
- SEC file number:
- 801-69469
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 6, 2026
View full firm profileOther advisors at Jackson Wealth Management, LLC
8 other advisors in the directory
Similar advisors in Lake Mary, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Caroline Johnson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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