Jackson Private Wealth Management, Inc.

Jackson Private Wealth Management, Inc. (CRD# 164880) is a financial advisory firm headquartered in Cocoa, FL. They manage $13,500,000 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
434 Delannoy Ave, Suite 201, Cocoa, FL 32922
https://www.youtube.com/channel/uc3vt6l62z1h-xxr3zsdaeaq/videos
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $150,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Jackson Private Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott Jackson, financial advisor Cocoa FL
Scott C. Jackson
CRD#: 4488581
434 Delannoy Avenue, Suite 201, Cocoa, FL 32922

Scott Jackson (CRD# 4488581) is an Investment Advisor Representative working at Jackson Private Wealth Management, Inc. in Cocoa, FL and has over 22 years of experience in the finance industry.

2
Ashley Minotti, financial advisor Cocoa FL
Ashley N. Minotti
CRD#: 7182421
434 Delannoy Ave, Suite 201, Cocoa, FL 32922

Ashley Minotti (CRD# 7182421) is an Investment Advisor Representative working at Jackson Private Wealth Management, Inc. in Cocoa, FL and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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