Jackson Wealth Management, LLC

Jackson Wealth Management, LLC (CRD# 147642) is a financial advisory firm headquartered in Lake Mary, FL. They manage $301,520,762 in 2,862 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • 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
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.

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

Financial Advisors at Jackson Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
George P. Jackson
CRD#: 1688317
755 Primera Blvd, Suite 1001, Lake Mary, FL 32746
96
Wealthminder
score

George Jackson (CRD# 1688317) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 24 years of experience in the finance industry. George Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael P. McGahan
CRD#: 1465645
755 Primera Blvd, Suite 1001, Lake Mary, FL 32746
93
Wealthminder
score

Michael McGahan (CRD# 1465645) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 11 years of experience in the finance industry.

3
Joseph S. Reeder
CRD#: 4690210
755 Primera Blvd, Suite 1001, Lake Mary, FL 32746
93
Wealthminder
score

Joseph Reeder (CRD# 4690210) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 13 years of experience in the finance industry.

4
Matthew P. Jackson
CRD#: 6393780
755 Primera Blvd, Suite 1001, Lake Mary, FL 32746
88
Wealthminder
score

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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