Jackson Wealth Management, LLC

Jackson Wealth Management, LLC (CRD# 147642) is a financial advisory firm headquartered in Lake Mary, FL. They manage $692,100,000 in 2,800 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    692
    MILLION
  • Total Number of Accounts
    2,800
    ACCOUNTS
  • Average Account Value
    $247,179
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
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, ME, MI, NC, NY, PA, SC, TN, TX, VA

Financial Advisors at Jackson Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew P. Jackson
CRD#: 6393780
755 Primera Blvd, Suite 1001, Lake Mary, FL 32746

Matthew Jackson (CRD# 6393780) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 9 years of experience in the finance industry.

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

Michael McGahan (CRD# 1465645) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 18 years of experience in the finance industry.

3
Ashley M. Ohlmacher
CRD#: 7222882
755 Primera Blvd, Suite 1001, Lake Mary, FL 32746

Ashley Ohlmacher (CRD# 7222882) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has 1 year of experience in the finance industry.

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