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Ashley Marie Ohlmacher

Jackson Wealth Management, LLC

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About Ashley Marie Ohlmacher

Ashley Ohlmacher is an Investment Advisor Representative with Jackson Wealth Management, LLC in Lake Mary, FL. Ashley has been working in the financial services industry since January 2020. Ashley is licensed to provide investment advice in Florida. Ashley is also a Series 65 Licensee.

Firm Information

Ashley Ohlmacher is currently registered with Jackson Wealth Management, LLC. 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.

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Ashley Ohlmacher’s Registration & Firm History

FL

04/13/2022 - Present

Jackson Wealth Management, LLC (LAKE MARY FL)

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Licenses & Designations

IA

Issued 04/01/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashley Marie Ohlmacher.
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