Jackson Wealth Management Group, Inc.

Jackson Wealth Management Group, Inc. (CRD# 175022) is a financial advisory firm headquartered in San Diego, CA. They manage $85,312,609 in 280 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $304,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jackson Wealth Management Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott D. Andreiko
CRD#: 4492588
12760 High Bluff Drive, Suite 240, San Diego, CA 92130
90
Wealthminder
score

Scott Andreiko (CRD# 4492588) is an Investment Advisor Representative working at Jackson Wealth Management Group, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

2
David A. Jackson
CRD#: 2267352
12760 High Bluff Drive, Suite 240, San Diego, CA 92130
58
Wealthminder
score

David Jackson (CRD# 2267352) is an Investment Advisor Representative working at Jackson Wealth Management Group, Inc. in San Diego, CA and has over 25 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.