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Jackson Wealth Management, LLC

Headquartered in LAKE MARY, FL

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Firm Information

Jackson Wealth Management, LLC is an independent Registered Investment Advisor (RIA) headquartered in Lake Mary, Florida. The firm specializes in providing comprehensive financial planning and portfolio management services to individuals and high-net-worth individuals. Their team of experienced advisors works closely with clients to understand their unique financial goals and develop personalized strategies to achieve them. Jackson Wealth Management has over $820 million in assets under management.

Jackson Wealth Management, LLC

755 PRIMERA BLVD

LAKE MARY, FL 32746

$820.90M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

JACKSON WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

LAKE MARY, FL

location

San Juan, PR

Advisors at Jackson Wealth Management, LLC

View All 3 Advisors
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Michael Paul McGahan

RA

LAKE MARY, FL

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Ashley Marie Ohlmacher

RA

LAKE MARY, FL

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Yulia Dance

CFP®, RA

San Juan, PR

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Matthew Paul Jackson

RA

LAKE MARY, FL

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Disclosures

There are no public disclosures for Jackson Wealth Management, LLC.

Frequently Asked Questions (17)

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