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JACKSON WEALTH MANAGEMENT, LLC
CRD 147642File 801-69469
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.