Managing Member · Jackson Wealth Management, LLC
George P. Jackson
CRD 1688317 · Named on Form ADV at one SEC-registered adviser
At a glance
Jackson Wealth Management, LLC, an SEC-registered wealth manager based in Lake Mary, FL with $1.1 billion in regulatory assets, lists George P. Jackson on its Form ADV as Managing Member, a control person.
Firms and roles
- Jackson Wealth Management, LLCManaging MemberWealth manager · Lake Mary, FL · $1.1B in regulatory assets
AtlasMembers
George’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ashley M. HendersonChief Compliance Officer/controller, Jackson Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.