Matthew Jackson, financial advisor Lake Mary FL
88 score

Matthew Jackson

CRD Number: 6393780
Current Firm: Jackson Wealth Management, LLC

Matthew Jackson (CRD# 6393780) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jackson Wealth Management, LLC Lake Mary, FL Jan 2014 - Current 2
Ucf Orlando, FL Aug 2010 - Aug 2014 4
Strategic Allied Consulting Orlando, FL Aug 2012 - Nov 2012 < 1
Lake Highland Prep High School Orlando, FL Aug 2007 - Aug 2010 3
Lawrenceville Prep Lawrenceville, NJ Aug 2006 - Aug 2007 1
Trinity Prep Middle School Orlando, FL Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Matthew P. Jackson
Phone Number: 407-585-0235
Firm Website: http://www.jacksonwm.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    2,862
    ACCOUNTS
  • Average Account Value
    $105,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, FL, GA, MI, NC, NY, SC, TX, VA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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