Jackson Wealth Management, LLC

Overview

Jackson Wealth Management, LLC is based in Lake Mary, Florida, and was founded in 2008. It provides financial planning, tax preparation, and investment services to high-net-worth families. Its ADV lists financial planning, portfolio management for individuals and small businesses, pension consulting, and adviser selection. Its listed clients include 622 individuals classified as non-high-net-worth and 278 high-net-worth individuals. Its fee types include asset-based and hourly fees.

Services

• Financial planning
• Portfolio management
• Pension consulting
• Adviser selection
• Tax preparation
• Investment services

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Pension consulting
• Selecting other advisers

Location

See more firms in Florida.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 147642), filed 03/06/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.