JACKSON WEALTH MANAGEMENT, LLC
SEC RegisteredFinancial Advisors Helping You Find Your Freedom
About the firm
At Jackson Wealth Management LLC, we work with clients in Lake Mary, Florida and beyond to define priorities and build thoughtful financial strategies designed to support the life you want to lead. We believe true wealth management goes beyond individual services, bringing together financial planning, investment management, tax strategy, and estate planning—all aligned to support what matters most to clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, retirement planning, tax planning, and estate planning.
Who they serve
High-net-worth clients, young professionals looking to expand their family and grow wealth, individuals seeking to accumulate and protect wealth, those preparing for retirement, and already-retired individuals seeking to protect their legacy.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 622 | $200M |
| High Net Worth Individuals | 278 | $869M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JACKSON WEALTH MANAGEMENT, LLC 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 the SEC or FINRA websites before making any decision.