Jackson Wealth Management, LLC
Jackson Wealth Management, LLC (CRD# 310496) is a financial advisory firm headquartered in Castle Rock, CO. They manage $15,562,271 in 57 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management16MILLION
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Total Number of Accounts57ACCOUNTS
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Average Account Value$273,022
Compensation Options
- A percentage of assets under your management
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Jackson Wealth Management, LLC
1
Stefan Jackson (CRD# 6274976) is an Investment Advisor Representative working at Jackson Wealth Management, LLC in Castle Rock, CO and has over 10 years of experience in the finance industry.
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