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
115 Wilcox St Suite 220, Castle Rock, CO 80104
https://www.linkedin.com/company/74853998
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Jackson Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stefan Jackson, financial advisor Castle Rock CO
Stefan Jackson
CRD#: 6274976
115 Wilcox St Suite 220, Castle Rock, CO 80104

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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