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JACKSON WEALTH MANAGEMENT, LLC
CRD 147642File 801-69469
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.07B
Above cohort median (national)
Discretionary AUM
$1.00B
Non-discretionary $68.0M
Clients
900
2,931 accounts
Employees
10
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 25, 2008
- Principal office
- 755 PRIMERA BLVD, SUITE 1001, LAKE MARY, FL, 32746
- Phone
- 407-585-0235
- Website
- HTTPS://JACKSONWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.07B
- Discretionary AUM
- $1.00B
- Non-discretionary AUM
- $68.0M
- Discretionary accounts
- 2,690
- Non-discretionary accounts
- 241
- Total accounts
- 2,931
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 278 | $869.2M |
| Individuals (other than high net worth individuals) | 622 | $200.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2026 | Clients | 802 | 900 | increased by98 |
| Apr 1, 2026 | AUM | $856,743,444 | $1,069,600,000 | increased by$212,856,556 |
| Apr 1, 2026 | Accounts | 3,107 | 2,931 | decreased by176 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 867 | 802 | decreased by65 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $805,887,008 | $856,743,444 | increased by$50,856,436 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,146 | 3,107 | decreased by39 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 633 | 867 | increased by234 |
| Apr 1, 2022 | AUM | $758,964,318 | $805,887,008 | increased by$46,922,690 |
| Apr 1, 2022 | Accounts | 2,846 | 3,146 | increased by300 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JACKSON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JACKSON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.