Jackson Wealth Management, LLC
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Overview
Jackson Wealth Management, LLC is an advisory firm based in Lake Mary, Florida. Jackson Wealth Management, LLC manages $692.1 million in assets under management across 2,800 customer accounts, placing it among the larger firms in the United States by assets under management (AUM). Jackson Wealth Management, LLC has a small team, including 6 financial advisors. Jackson Wealth Management, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as stocks, options and bonds.
Jackson Wealth Management, LLC oversees more than half of the company's client assets in a discretionary manner. Discretionary management means that transaction choices are made by a portfolio manager without needing the client's approval. The company also has 200 non-discretionary accounts with a total of $50.4 million in assets. The investment advisory firm's average account size is $247,179. The typical advisor at Jackson Wealth Management, LLC manages about 467 client accounts.
The company's central office is at 755 Primera Blvd, Lake Mary, Florida 32746. It is permitted to provide services to investors across 14 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jackson Wealth Management, LLC by the Numbers
$692.1 million
9
2,800
$247.2 thousand
Products and Services
Jackson Wealth Management, LLC provides multiple services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. However, Jackson Wealth Management, LLC did not provide financial planning services to any of its clients in the previous financial year. Jackson Wealth Management, LLC is involved in selling products or offering services aside from investment advisory services to its customers. The firm also has a number of financial industry affiliations, including with an accountant or accounting firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually are based on which services are offered. However, fees charged by the company likely consist of the following fee structures: asset-based or hourly. Jackson Wealth Management, LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors and high net worth investors. Out of its 2,800 accounts, Jackson Wealth Management, LLC's largest client group is retail investors, though it also caters to 200 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 30.77%
- Other Individuals - 69.23%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Jackson Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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