Jackson Wealth Management, LLC

Jackson Wealth Management, LLC (CRD# 147642) is a financial advisory firm headquartered in Lake Mary, FL. They manage $546,775,000 in 2,677 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    547
    MILLION
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $204,249
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, PA, SC, TN, TX, VA

Financial Advisors at Jackson Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jacqueline R. Bradshaw
CRD#: 6186297
755 Primera Blvd, Suite 1001, Lake Mary, FL 32746

Jacqueline Bradshaw (CRD# 6186297) 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. Jacqueline Bradshaw 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
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 6 years of experience in the finance industry.

3
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 15 years of experience in the finance industry.

4
Joseph S. Reeder
CRD#: 4690210
755 Primera Blvd, Suite 1001, Lake Mary, FL 32746

Joseph Reeder (CRD# 4690210) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Lake Mary, FL and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.