Jackson Wealth Management, LLC, in Lake Mary, FL, financial advisers offers a wide variety of financial services for individuals with high levels of income. We are a one-stop family office for financial planning, tax preparation, and investment services for high net worth families.
George P. Jackson was named to Forbes’ “Best-in-State Wealth Advisors” 2018 list out of over 300,000 advisors. The Ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
Our commitment to exceeding client expectations and building long-term relationships has earned us the trust, confidence, and respect of our clients and recognition from our industry.
We also have a highly quantitative, proprietary, trend following approach to investing and risk management.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory services offered through Jackson Wealth Management, LLC. Jackson Wealth Management, LLC is an affiliate of Jackson Retirement Planning, Inc. Jackson Wealth Management, LLC is not affiliated with Osaic Wealth, Inc.
JWM is an SEC registered investment adviser located in Lake Mary, Florida. JWM and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which JWM maintains clients. JWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 755 Primera Boulevard,
- Phone
- (407) 585-0235
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.jacksonwm.com
- Keywords
- Financial Planning, Trend Following, Financial Services, Retirement Planning, Investment Management, Insurance Planning, Income Planning, Estate Planning.
- HQ
- Lake Mary, Florida
Jackson Wealth Management, Llc Questions
Jackson Wealth Management, Llc's helpline number is (407) 585-0235
Jackson Wealth Management, Llc's website is http://www.jacksonwm.com
Jackson Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/jackson-wealth-management-llc
Jackson Wealth Management, Llc has
8 employees.
View email and phone details for 8
employees at Jackson Wealth Management, Llc.
Jackson Wealth Management, Llc's industry is
Financial Services
Jackson Wealth Management, Llc's top competitors are
Universal Creative,
Cape Cod Life Publications,
Fidelity Investments,
Burgess Chambers & Associates Inc.,
Jackson Wealth Management,
Ingham Retirement Group,
World Financial Group (Wfg),
Mitchell, Vaught & Taylor, Inc.,
Jackson Wealth Management,
Fortress Wealth Group.
Jackson Wealth Management, Llc's categories are Financial Services
Jackson Wealth Management, Llc's founding year is 2008
